HLIZX Mutual Fund

HLIZX Mutual Fund

NAV$31.51
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Returns Overview

1 Month
-2.06%
3 Months
+0.77%
6 Months
+12.48%
YTD
+13.45%
1 Year
+20.01%
3 Years (annualized)
+18.29%
5 Years (annualized)
+6.89%
10 Years (annualized)
+9.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLIZX 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 All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+13.45%
Peer Avg (YTD)
+9.29%
vs Peers
+4.16%

HLIZX Mutual Fund Performance

HLIZX performance across multiple time periods: 1-month -2.06%, YTD 13.45%, 1-year 20.01%, 3-year 18.29%, 5-year 6.89%, 10-year 9.40%.

HLIZX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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