HLFMX Mutual Fund

HLFMX Mutual Fund

NAV$8.53
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Returns Overview

1 Month
+0.02%
3 Months
+3.15%
6 Months
+7.08%
YTD
+6.49%
1 Year
+10.44%
3 Years (annualized)
+9.42%
5 Years (annualized)
+1.77%
10 Years (annualized)
+2.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLFMX 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
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📉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 Frontier Emerging Markets (Net) Index
This Mutual Fund (YTD)
+6.49%
Peer Avg (YTD)
+20.48%
vs Peers
-14.00%

HLFMX Mutual Fund Performance

HLFMX performance across multiple time periods: 1-month 0.02%, YTD 6.49%, 1-year 10.44%, 3-year 9.42%, 5-year 1.77%, 10-year 2.50%.

HLFMX returns trail the peer average of 20.48% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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