HILFX Mutual Fund

HILFX Mutual Fund

NAV$32.77
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Returns Overview

1 Month
-6.92%
3 Months
-3.60%
6 Months
+8.68%
YTD
-4.84%
1 Year
-2.10%
3 Years (annualized)
+23.00%
5 Years (annualized)
+4.50%
10 Years (annualized)
+11.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HILFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-4.84%
Peer Avg (YTD)
+7.91%
vs Peers
-12.76%

HILFX Mutual Fund Performance

HILFX performance across multiple time periods: 1-month -6.92%, YTD -4.84%, 1-year -2.10%, 3-year 23.00%, 5-year 4.50%, 10-year 11.63%.

HILFX returns trail the peer average of 7.91% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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