HLMCX Mutual Fund

HLMCX Mutual Fund

NAV$6.76
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Returns Overview

1 Month
-0.58%
3 Months
+14.96%
6 Months
+26.67%
YTD
+31.79%
1 Year
+26.01%
3 Years (annualized)
+11.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLMCX 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
MSCI China All Shares Index NR USD(^M1CNALNR)
This Mutual Fund (YTD)
+31.79%
Peer Avg (YTD)
+31.50%
vs Peers
+0.29%

HLMCX Mutual Fund Performance

HLMCX performance across multiple time periods: 1-month -0.58%, YTD 31.79%, 1-year 26.01%, 3-year 11.69%.

HLMCX returns outperform the peer average of 31.50% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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