HLMGX Mutual Fund

HLMGX Mutual Fund

NAV$33.59
See how much of HLMGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.92%
3 Months
+2.96%
6 Months
+12.91%
YTD
+6.74%
1 Year
+8.91%
3 Years (annualized)
+13.94%
5 Years (annualized)
+2.97%
10 Years (annualized)
+10.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLMGX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+6.74%
Peer Avg (YTD)
+8.68%
vs Peers
-1.94%

HLMGX Mutual Fund Performance

HLMGX performance across multiple time periods: 1-month -0.92%, YTD 6.74%, 1-year 8.91%, 3-year 13.94%, 5-year 2.97%, 10-year 10.18%.

HLMGX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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