HILUX Mutual Fund

HILUX Mutual Fund

NAV$28.34
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Returns Overview

1 Month
-3.17%
3 Months
+4.02%
6 Months
+10.36%
YTD
+13.40%
1 Year
+21.75%
3 Years (annualized)
+23.52%
5 Years (annualized)
+15.80%
10 Years (annualized)
+11.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HILUX 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)
+13.40%
Peer Avg (YTD)
+9.89%
vs Peers
+3.50%

HILUX Mutual Fund Performance

HILUX performance across multiple time periods: 1-month -3.17%, YTD 13.40%, 1-year 21.75%, 3-year 23.52%, 5-year 15.80%, 10-year 11.85%.

HILUX 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.

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