HLMNX Mutual Fund

HLMNX Mutual Fund

NAV$32.19
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Returns Overview

1 Month
+0.51%
3 Months
+4.64%
6 Months
+6.96%
YTD
+15.12%
1 Year
+28.24%
3 Years (annualized)
+14.44%
5 Years (annualized)
+6.21%
10 Years (annualized)
+8.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLMNX 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 All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+15.12%
Peer Avg (YTD)
+9.42%
vs Peers
+5.70%

HLMNX Mutual Fund Performance

HLMNX performance across multiple time periods: 1-month 0.51%, YTD 15.12%, 1-year 28.24%, 3-year 14.44%, 5-year 6.21%, 10-year 8.96%.

HLMNX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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