HLMSX Mutual Fund

HLMSX Mutual Fund

NAV$20.18
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Returns Overview

1 Month
-3.44%
3 Months
+3.15%
6 Months
+12.02%
YTD
+7.84%
1 Year
+6.25%
3 Years (annualized)
+7.69%
5 Years (annualized)
-0.44%
10 Years (annualized)
+6.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLMSX 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 ACWI ex USA Small Cap Index (Net)
This Mutual Fund (YTD)
+7.84%
Peer Avg (YTD)
+10.34%
vs Peers
-2.50%

HLMSX Mutual Fund Performance

HLMSX performance across multiple time periods: 1-month -3.44%, YTD 7.84%, 1-year 6.25%, 3-year 7.69%, 5-year -0.44%, 10-year 6.68%.

HLMSX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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