HLHIX Mutual Fund

HLHIX Mutual Fund

NAV$31.77
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Returns Overview

1 Month
+2.77%
3 Months
+10.62%
6 Months
+2.46%
YTD
-0.26%
1 Year
+16.48%
3 Years (annualized)
+2.05%
5 Years (annualized)
+0.25%
10 Years (annualized)
+7.12%

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)
-0.26%
Peer Avg (YTD)
+6.74%
vs Peers
-7.00%

HLHIX Mutual Fund Performance

HLHIX performance across multiple time periods: 1-month 2.77%, YTD -0.26%, 1-year 16.48%, 3-year 2.05%, 5-year 0.25%, 10-year 7.12%.

HLHIX returns trail the peer average of 6.74% 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.