HLMVX Mutual Fund

HLMVX Mutual Fund

NAV$34.31
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Returns Overview

1 Month
+3.34%
3 Months
+2.68%
6 Months
+5.42%
YTD
+7.96%
1 Year
+12.69%
3 Years (annualized)
+14.23%
5 Years (annualized)
+3.21%
10 Years (annualized)
+10.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLMVX 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)
+7.96%
Peer Avg (YTD)
+8.51%
vs Peers
-0.55%

HLMVX Mutual Fund Performance

HLMVX performance across multiple time periods: 1-month 3.34%, YTD 7.96%, 1-year 12.69%, 3-year 14.23%, 5-year 3.21%, 10-year 10.42%.

HLMVX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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