HLIEX Mutual Fund

HLIEX Mutual Fund

NAV$29.67
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Returns Overview

1 Month
+4.88%
3 Months
+2.24%
6 Months
+10.03%
YTD
+19.28%
1 Year
+23.83%
3 Years (annualized)
+19.48%
5 Years (annualized)
+10.15%
10 Years (annualized)
+12.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLIEX 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
PROUpgrade to run
📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+19.28%
Peer Avg (YTD)
+14.61%
vs Peers
+4.66%

HLIEX Mutual Fund Performance

HLIEX performance across multiple time periods: 1-month 4.88%, YTD 19.28%, 1-year 23.83%, 3-year 19.48%, 5-year 10.15%, 10-year 12.10%.

HLIEX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

HLIEX vs another fund shows side-by-side returns. HLIEX alternatives are available in the Mutual Fund Screener.