HLPXX Mutual Fund

HLPXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.29%
3 Months
+0.85%
6 Months
+1.71%
YTD
+2.27%
1 Year
+3.55%
3 Years (annualized)
+4.18%
5 Years (annualized)
+3.41%
10 Years (annualized)
+2.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLPXX 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

This Mutual Fund (YTD)
+2.27%
Peer Avg (YTD)
+2.25%
vs Peers
+0.02%

HLPXX Mutual Fund Performance

HLPXX performance across multiple time periods: 1-month 0.29%, YTD 2.27%, 1-year 3.55%, 3-year 4.18%, 5-year 3.41%, 10-year 2.16%.

HLPXX returns outperform the peer average of 2.25% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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