HLFZX Mutual Fund

HLFZX Mutual Fund

NAV$9.80
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Returns Overview

1 Month
+2.13%
3 Months
+3.23%
6 Months
-2.54%
YTD
+5.49%
1 Year
+12.20%
3 Years (annualized)
+10.94%
5 Years (annualized)
+5.36%
10 Years (annualized)
+4.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLFZX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Frontier Emerging Markets (Net) Index
This Mutual Fund (YTD)
+5.49%
Peer Avg (YTD)
+17.66%
vs Peers
-12.16%

HLFZX Mutual Fund Performance

HLFZX performance across multiple time periods: 1-month 2.13%, YTD 5.49%, 1-year 12.20%, 3-year 10.94%, 5-year 5.36%, 10-year 4.54%.

HLFZX returns trail the peer average of 17.66% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

HLFZX vs another fund shows side-by-side returns. HLFZX alternatives are available in the Mutual Fund Screener.