HLQVX Mutual Fund

HLQVX Mutual Fund

NAV$23.94
See how much of HLQVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.27%
3 Months
+7.30%
6 Months
+7.21%
YTD
+11.95%
1 Year
+24.10%
3 Years (annualized)
+15.38%
5 Years (annualized)
+10.82%
10 Years (annualized)
+12.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLQVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.95%
Peer Avg (YTD)
+11.41%
vs Peers
+0.54%

HLQVX Mutual Fund Performance

HLQVX performance across multiple time periods: 1-month 2.27%, YTD 11.95%, 1-year 24.10%, 3-year 15.38%, 5-year 10.82%, 10-year 12.51%.

HLQVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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