HLMNX Mutual Fund

HLMNX Mutual Fund

NAV$31.54
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Returns Overview

1 Month
-2.06%
3 Months
+0.67%
6 Months
+12.26%
YTD
+13.15%
1 Year
+19.53%
3 Years (annualized)
+17.79%
5 Years (annualized)
+6.44%
10 Years (annualized)
+9.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLMNX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+13.15%
Peer Avg (YTD)
+9.29%
vs Peers
+3.86%

HLMNX Mutual Fund Performance

HLMNX performance across multiple time periods: 1-month -2.06%, YTD 13.15%, 1-year 19.53%, 3-year 17.79%, 5-year 6.44%, 10-year 9.21%.

HLMNX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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