HLLVX Mutual Fund

HLLVX Mutual Fund

NAV$10.69
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Returns Overview

1 Month
-0.09%
3 Months
+0.24%
6 Months
+0.10%
YTD
+0.93%
1 Year
+2.43%
3 Years (annualized)
+4.85%
5 Years (annualized)
+2.50%
10 Years (annualized)
+2.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLLVX 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 Index
This Mutual Fund (YTD)
+0.93%
Peer Avg (YTD)
+2.15%
vs Peers
-1.22%

HLLVX Mutual Fund Performance

HLLVX performance across multiple time periods: 1-month -0.09%, YTD 0.93%, 1-year 2.43%, 3-year 4.85%, 5-year 2.50%, 10-year 2.32%.

HLLVX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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