HLIEX Mutual Fund

HLIEX Mutual Fund

NAV$28.51
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Returns Overview

1 Month
-3.50%
3 Months
+0.70%
6 Months
+11.91%
YTD
+12.59%
1 Year
+16.43%
3 Years (annualized)
+16.64%
5 Years (annualized)
+10.33%
10 Years (annualized)
+11.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLIEX 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)
+12.59%
Peer Avg (YTD)
+10.00%
vs Peers
+2.59%

HLIEX Mutual Fund Performance

HLIEX performance across multiple time periods: 1-month -3.50%, YTD 12.59%, 1-year 16.43%, 3-year 16.64%, 5-year 10.33%, 10-year 11.71%.

HLIEX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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