HLEIX Mutual Fund

HLEIX Mutual Fund

NAV$116.97
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Returns Overview

1 Month
-0.36%
3 Months
+2.25%
6 Months
+17.74%
YTD
+12.34%
1 Year
+15.50%
3 Years (annualized)
+20.81%
5 Years (annualized)
+12.56%
10 Years (annualized)
+15.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLEIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.34%
Peer Avg (YTD)
+9.98%
vs Peers
+2.35%

HLEIX Mutual Fund Performance

HLEIX performance across multiple time periods: 1-month -0.36%, YTD 12.34%, 1-year 15.50%, 3-year 20.81%, 5-year 12.56%, 10-year 15.15%.

HLEIX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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