HLIPX Mutual Fund

HLIPX Mutual Fund

NAV$6.89
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Returns Overview

3 Months
-0.97%
6 Months
-2.11%
YTD
+0.01%
1 Year
+2.36%
3 Years (annualized)
+4.97%
5 Years (annualized)
+0.44%
10 Years (annualized)
+2.10%

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)
+0.01%
Peer Avg (YTD)
+0.56%
vs Peers
-0.55%

HLIPX Mutual Fund Performance

HLIPX performance across multiple time periods: YTD 0.01%, 1-year 2.36%, 3-year 4.97%, 5-year 0.44%, 10-year 2.10%.

HLIPX returns trail the peer average of 0.56% 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.