HLMGX Mutual Fund

NAV$33.75

Returns Overview

1 Month
-1.28%
3 Months
+9.67%
6 Months
+4.27%
YTD
+3.67%
1 Year
+26.95%
3 Years (annualized)
+18.15%
5 Years (annualized)
+9.08%
10 Years (annualized)
+14.05%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+3.67%
Peer Avg (YTD)
+8.97%
vs Peers
-5.30%

HLMGX Mutual Fund Performance

HLMGX performance across multiple time periods: 1-month -1.28%, YTD 3.67%, 1-year 26.95%, 3-year 18.15%, 5-year 9.08%, 10-year 14.05%.

HLMGX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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