HLLVX Mutual Fund

NAV$10.80

Returns Overview

1 Month
-0.09%
3 Months
-0.46%
6 Months
-1.19%
YTD
-1.28%
1 Year
+3.37%
3 Years (annualized)
+5.14%
5 Years (annualized)
+2.51%
10 Years (annualized)
+2.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLLVX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg 1-3 Year US Government/Credit Index(^BBGUSCR13Y)
This Mutual Fund (YTD)
-1.28%
Peer Avg (YTD)
+3.23%
vs Peers
-4.51%

HLLVX Mutual Fund Performance

HLLVX performance across multiple time periods: 1-month -0.09%, YTD -1.28%, 1-year 3.37%, 3-year 5.14%, 5-year 2.51%, 10-year 2.31%.

HLLVX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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