HLIPX Mutual Fund

HLIPX Mutual Fund

NAV$7.14
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Returns Overview

1 Month
-1.24%
3 Months
-0.56%
6 Months
-0.40%
YTD
+0.01%
1 Year
+3.78%
3 Years (annualized)
+4.74%
5 Years (annualized)
+0.41%
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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.01%
Peer Avg (YTD)
+1.04%
vs Peers
-1.03%

HLIPX Mutual Fund Performance

HLIPX performance across multiple time periods: 1-month -1.24%, YTD 0.01%, 1-year 3.78%, 3-year 4.74%, 5-year 0.41%, 10-year 2.10%.

HLIPX returns trail the peer average of 1.04% 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.