HLXCX Mutual Fund

HLXCX Mutual Fund

NAV$9.91
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Returns Overview

1 Month
+4.06%
3 Months
+9.10%
6 Months
+18.03%
YTD
+19.46%
1 Year
+15.54%
3 Years (annualized)
+11.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLXCX 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 Emerging Markets ex China Index(.dMIEFH0000NUS)
This Mutual Fund (YTD)
+19.46%
Peer Avg (YTD)
+17.27%
vs Peers
+2.19%

HLXCX Mutual Fund Performance

HLXCX performance across multiple time periods: 1-month 4.06%, YTD 19.46%, 1-year 15.54%, 3-year 11.25%.

HLXCX returns outperform the peer average of 17.27% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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