HLFNX Mutual Fund

NAV$29.88

Returns Overview

1 Month
-5.97%
3 Months
+1.12%
6 Months
-0.20%
YTD
-10.05%
1 Year
+12.89%
3 Years
+14.71%
5 Years
+7.18%
10 Years
+13.16%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HLFNX 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)
-10.05%
Peer Avg (YTD)
+2.40%
vs Peers
-12.46%

HLFNX Mutual Fund Performance

HLFNX performance across multiple time periods: 1-month -5.97%, YTD -10.05%, 1-year 12.89%, 3-year 14.71%, 5-year 7.18%, 10-year 13.16%.

HLFNX returns trail the peer average of 2.40% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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