HLQVX Mutual Fund

HLQVX Mutual Fund

NAV$23.43
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Returns Overview

1 Month
+1.66%
3 Months
+6.22%
6 Months
+8.06%
YTD
+13.82%
1 Year
+21.28%
3 Years (annualized)
+17.25%
5 Years (annualized)
+11.89%
10 Years (annualized)
+12.85%

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
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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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.82%
Peer Avg (YTD)
+12.44%
vs Peers
+1.38%

HLQVX Mutual Fund Performance

HLQVX performance across multiple time periods: 1-month 1.66%, YTD 13.82%, 1-year 21.28%, 3-year 17.25%, 5-year 11.89%, 10-year 12.85%.

HLQVX returns outperform the peer average of 12.44% 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.