HILDX Mutual Fund

HILDX Mutual Fund

NAV$27.55
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Returns Overview

1 Month
-3.15%
3 Months
+4.06%
6 Months
+10.42%
YTD
+13.41%
1 Year
+21.81%
3 Years (annualized)
+23.53%
5 Years (annualized)
+15.80%
10 Years (annualized)
+11.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HILDX 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)
+13.41%
Peer Avg (YTD)
+9.89%
vs Peers
+3.52%

HILDX Mutual Fund Performance

HILDX performance across multiple time periods: 1-month -3.15%, YTD 13.41%, 1-year 21.81%, 3-year 23.53%, 5-year 15.80%, 10-year 11.87%.

HILDX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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