HILRX Mutual Fund

HILRX Mutual Fund

NAV$27.29
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Returns Overview

1 Month
-3.22%
3 Months
+3.87%
6 Months
+10.00%
YTD
+12.81%
1 Year
+20.92%
3 Years (annualized)
+22.64%
5 Years (annualized)
+14.98%
10 Years (annualized)
+10.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HILRX 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)
+12.81%
Peer Avg (YTD)
+9.89%
vs Peers
+2.92%

HILRX Mutual Fund Performance

HILRX performance across multiple time periods: 1-month -3.22%, YTD 12.81%, 1-year 20.92%, 3-year 22.64%, 5-year 14.98%, 10-year 10.89%.

HILRX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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