HLIDX Mutual Fund

HLIDX Mutual Fund

NAV$15.41
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Returns Overview

1 Month
+1.19%
3 Months
+11.62%
6 Months
+14.56%
YTD
+12.81%
1 Year
+22.54%
3 Years (annualized)
+14.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLIDX 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 ex USA Index(M1WOU)
This Mutual Fund (YTD)
+12.81%
Peer Avg (YTD)
+9.13%
vs Peers
+3.68%

HLIDX Mutual Fund Performance

HLIDX performance across multiple time periods: 1-month 1.19%, YTD 12.81%, 1-year 22.54%, 3-year 14.13%.

HLIDX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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