HILFX Mutual Fund

NAV$30.31

Returns Overview

1 Month
-5.95%
3 Months
+1.06%
6 Months
-0.16%
YTD
-10.04%
1 Year
+13.11%
3 Years
+15.04%
5 Years
+7.51%
10 Years
+13.59%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HILFX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-10.04%
Peer Avg (YTD)
+2.40%
vs Peers
-12.44%

HILFX Mutual Fund Performance

HILFX performance across multiple time periods: 1-month -5.95%, YTD -10.04%, 1-year 13.11%, 3-year 15.04%, 5-year 7.51%, 10-year 13.59%.

HILFX returns trail the peer average of 2.40% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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