HLIZX Mutual Fund

HLIZX Mutual Fund

NAV$31.77
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Returns Overview

1 Month
+0.58%
3 Months
+4.75%
6 Months
+7.19%
YTD
+15.41%
1 Year
+28.85%
3 Years (annualized)
+14.92%
5 Years (annualized)
+6.66%
10 Years (annualized)
+9.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLIZX 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 All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+15.41%
Peer Avg (YTD)
+9.42%
vs Peers
+5.99%

HLIZX Mutual Fund Performance

HLIZX performance across multiple time periods: 1-month 0.58%, YTD 15.41%, 1-year 28.85%, 3-year 14.92%, 5-year 6.66%, 10-year 9.40%.

HLIZX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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