HLMOX Mutual Fund

NAV$9.25

Returns Overview

1 Month
-0.32%
3 Months
+0.43%
6 Months
-4.74%
YTD
+3.12%
1 Year
+11.63%
3 Years (annualized)
+11.25%
5 Years (annualized)
+3.95%
10 Years (annualized)
+3.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLMOX 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)
+3.12%
Peer Avg (YTD)
+23.08%
vs Peers
-19.95%

HLMOX Mutual Fund Performance

HLMOX performance across multiple time periods: 1-month -0.32%, YTD 3.12%, 1-year 11.63%, 3-year 11.25%, 5-year 3.95%, 10-year 3.76%.

HLMOX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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