HLHIX Mutual Fund

HLHIX Mutual Fund

NAV$31.66
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Returns Overview

1 Month
+6.08%
3 Months
+6.76%
6 Months
-2.88%
YTD
-2.94%
1 Year
+9.69%
3 Years (annualized)
+1.18%
5 Years (annualized)
+5.60%
10 Years (annualized)
+9.38%

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
PROUpgrade to run
📉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)
-2.94%
Peer Avg (YTD)
+7.57%
vs Peers
-10.52%

HLHIX Mutual Fund Performance

HLHIX performance across multiple time periods: 1-month 6.08%, YTD -2.94%, 1-year 9.69%, 3-year 1.18%, 5-year 5.60%, 10-year 9.38%.

HLHIX returns trail the peer average of 7.57% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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