HLMSX Mutual Fund

NAV$19.92

Returns Overview

1 Month
-2.00%
3 Months
+8.60%
6 Months
+5.07%
YTD
+4.55%
1 Year
+4.26%
3 Years (annualized)
+6.30%
5 Years (annualized)
+0.45%
10 Years (annualized)
+6.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLMSX 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 ex USA Small Cap Index (Net)
This Mutual Fund (YTD)
+4.55%
Peer Avg (YTD)
+18.52%
vs Peers
-13.97%

HLMSX Mutual Fund Performance

HLMSX performance across multiple time periods: 1-month -2.00%, YTD 4.55%, 1-year 4.26%, 3-year 6.30%, 5-year 0.45%, 10-year 6.47%.

HLMSX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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