HLHIX Mutual Fund

HLHIX Mutual Fund

NAV$31.57
See how much of HLHIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.73%
3 Months
+4.17%
6 Months
+11.21%
YTD
+1.10%
1 Year
+13.60%
3 Years (annualized)
+3.29%
5 Years (annualized)
+5.43%
10 Years (annualized)
+9.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLHIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Healthcare Index(MSCIWHCI)
This Mutual Fund (YTD)
+1.10%
Peer Avg (YTD)
+8.76%
vs Peers
-7.66%

HLHIX Mutual Fund Performance

HLHIX performance across multiple time periods: 1-month -1.73%, YTD 1.10%, 1-year 13.60%, 3-year 3.29%, 5-year 5.43%, 10-year 9.83%.

HLHIX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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