HLFMX Mutual Fund

NAV$9.27

Returns Overview

1 Month
+0.65%
3 Months
-0.32%
6 Months
-3.74%
YTD
+3.34%
1 Year
+11.94%
3 Years (annualized)
+11.58%
5 Years (annualized)
+4.27%
10 Years (annualized)
+4.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLFMX 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 Frontier Emerging Markets (Net) Index
This Mutual Fund (YTD)
+3.34%
Peer Avg (YTD)
+23.08%
vs Peers
-19.73%

HLFMX Mutual Fund Performance

HLFMX performance across multiple time periods: 1-month 0.65%, YTD 3.34%, 1-year 11.94%, 3-year 11.58%, 5-year 4.27%, 10-year 4.10%.

HLFMX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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