HLHIX Mutual Fund

NAV$28.70

Returns Overview

1 Month
+3.52%
3 Months
-0.86%
6 Months
+13.90%
YTD
+0.78%
1 Year
+3.87%
3 Years
+3.94%
5 Years
+8.85%
10 Years
+10.79%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HLHIX 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 World Healthcare Index(MSCIWHCI)
This Mutual Fund (YTD)
+0.78%
Peer Avg (YTD)
+1.55%
vs Peers
-0.77%

HLHIX Mutual Fund Performance

HLHIX performance across multiple time periods: 1-month 3.52%, YTD 0.78%, 1-year 3.87%, 3-year 3.94%, 5-year 8.85%, 10-year 10.79%.

HLHIX returns trail the peer average of 1.55% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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