HLIPX Mutual Fund

HLIPX Mutual Fund

NAV$6.95
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Returns Overview

1 Month
+2.36%
3 Months
+0.05%
6 Months
-0.50%
YTD
+0.07%
1 Year
+0.61%
3 Years (annualized)
+6.47%
5 Years (annualized)
+0.60%
10 Years (annualized)
+2.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLIPX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.07%
Peer Avg (YTD)
-1.17%
vs Peers
+1.24%

HLIPX Mutual Fund Performance

HLIPX performance across multiple time periods: 1-month 2.36%, YTD 0.07%, 1-year 0.61%, 3-year 6.47%, 5-year 0.60%, 10-year 2.16%.

HLIPX returns outperform the peer average of -1.17% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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