HLMRX Mutual Fund

HLMRX Mutual Fund

NAV$20.05
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Returns Overview

1 Month
+4.24%
3 Months
+4.72%
6 Months
+7.62%
YTD
+11.88%
1 Year
+9.17%
3 Years (annualized)
+5.54%
5 Years (annualized)
-2.58%
10 Years (annualized)
+4.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLMRX 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 ex USA Small Cap Index (Net)
This Mutual Fund (YTD)
+11.88%
Peer Avg (YTD)
+15.20%
vs Peers
-3.32%

HLMRX Mutual Fund Performance

HLMRX performance across multiple time periods: 1-month 4.24%, YTD 11.88%, 1-year 9.17%, 3-year 5.54%, 5-year -2.58%, 10-year 4.22%.

HLMRX returns trail the peer average of 15.20% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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