HILAX Mutual Fund

HILAX Mutual Fund

NAV$27.29
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Returns Overview

1 Month
-3.18%
3 Months
+3.95%
6 Months
+10.18%
YTD
+13.09%
1 Year
+28.22%
3 Years (annualized)
+27.65%
5 Years (annualized)
+19.21%
10 Years (annualized)
+15.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HILAX 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
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+13.09%
Peer Avg (YTD)
+9.89%
vs Peers
+3.20%

HILAX Mutual Fund Performance

HILAX performance across multiple time periods: 1-month -3.18%, YTD 13.09%, 1-year 28.22%, 3-year 27.65%, 5-year 19.21%, 10-year 15.66%.

HILAX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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