HILVX Mutual Fund

HILVX Mutual Fund

NAV$20.54
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Returns Overview

1 Month
-5.18%
3 Months
+0.12%
6 Months
+4.39%
YTD
+1.22%
1 Year
+3.16%
3 Years (annualized)
+11.75%
5 Years (annualized)
+5.64%
10 Years (annualized)
+10.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HILVX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+1.22%
Peer Avg (YTD)
+10.00%
vs Peers
-8.78%

HILVX Mutual Fund Performance

HILVX performance across multiple time periods: 1-month -5.18%, YTD 1.22%, 1-year 3.16%, 3-year 11.75%, 5-year 5.64%, 10-year 10.84%.

HILVX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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