HLSCX Mutual Fund

HLSCX Mutual Fund

NAV$22.31
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Returns Overview

1 Month
-0.45%
3 Months
+1.03%
6 Months
-8.01%
YTD
+8.45%
1 Year
+8.88%
3 Years (annualized)
+20.13%
5 Years (annualized)
+9.07%
10 Years (annualized)
+13.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLSCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.45%
Peer Avg (YTD)
+10.80%
vs Peers
-2.35%

HLSCX Mutual Fund Performance

HLSCX performance across multiple time periods: 1-month -0.45%, YTD 8.45%, 1-year 8.88%, 3-year 20.13%, 5-year 9.07%, 10-year 13.79%.

HLSCX returns trail the peer average of 10.80% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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