HLIEX Mutual Fund

HLIEX Mutual Fund

NAV$28.90
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Returns Overview

1 Month
+3.30%
3 Months
+7.62%
6 Months
+12.31%
YTD
+16.66%
1 Year
+25.45%
3 Years (annualized)
+15.14%
5 Years (annualized)
+10.48%
10 Years (annualized)
+11.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLIEX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+16.66%
Peer Avg (YTD)
+11.41%
vs Peers
+5.25%

HLIEX Mutual Fund Performance

HLIEX performance across multiple time periods: 1-month 3.30%, YTD 16.66%, 1-year 25.45%, 3-year 15.14%, 5-year 10.48%, 10-year 11.66%.

HLIEX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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