HILRX Mutual Fund

NAV$27.28

Returns Overview

1 Month
-1.57%
3 Months
+5.90%
6 Months
+9.65%
YTD
+8.61%
1 Year
+28.07%
3 Years (annualized)
+21.53%
5 Years (annualized)
+14.20%
10 Years (annualized)
+11.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HILRX 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
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+8.61%
Peer Avg (YTD)
+8.71%
vs Peers
-0.11%

HILRX Mutual Fund Performance

HILRX performance across multiple time periods: 1-month -1.57%, YTD 8.61%, 1-year 28.07%, 3-year 21.53%, 5-year 14.20%, 10-year 11.46%.

HILRX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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