HLMGX Mutual Fund

HLMGX Mutual Fund

NAV$33.85
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Returns Overview

1 Month
+0.59%
3 Months
+2.22%
6 Months
+2.45%
YTD
+4.28%
1 Year
+7.91%
3 Years (annualized)
+11.49%
5 Years (annualized)
+2.92%
10 Years (annualized)
+9.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLMGX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+4.28%
Peer Avg (YTD)
+6.23%
vs Peers
-1.95%

HLMGX Mutual Fund Performance

HLMGX performance across multiple time periods: 1-month 0.59%, YTD 4.28%, 1-year 7.91%, 3-year 11.49%, 5-year 2.92%, 10-year 9.90%.

HLMGX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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