HLMVX Mutual Fund

NAV$33.75

Returns Overview

1 Month
-1.27%
3 Months
+9.75%
6 Months
+4.43%
YTD
+3.80%
1 Year
+8.69%
3 Years (annualized)
+12.36%
5 Years (annualized)
+5.92%
10 Years (annualized)
+12.51%

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
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)
+3.80%
Peer Avg (YTD)
+8.97%
vs Peers
-5.17%

HLMVX Mutual Fund Performance

HLMVX performance across multiple time periods: 1-month -1.27%, YTD 3.80%, 1-year 8.69%, 3-year 12.36%, 5-year 5.92%, 10-year 12.51%.

HLMVX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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