HLHIX Mutual Fund

HLHIX Mutual Fund

NAV$35.63
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Returns Overview

1 Month
+9.83%
3 Months
+11.32%
6 Months
+23.15%
YTD
+11.04%
1 Year
+19.01%
3 Years (annualized)
+10.31%
5 Years (annualized)
+7.06%
10 Years (annualized)
+11.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLHIX 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 World Healthcare Index(MSCIWHCI)
This Mutual Fund (YTD)
+11.04%
Peer Avg (YTD)
+12.41%
vs Peers
-1.37%

HLHIX Mutual Fund Performance

HLHIX performance across multiple time periods: 1-month 9.83%, YTD 11.04%, 1-year 19.01%, 3-year 10.31%, 5-year 7.06%, 10-year 11.52%.

HLHIX returns trail the peer average of 12.41% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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