HLMVX Mutual Fund

HLMVX Mutual Fund

NAV$33.93
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Returns Overview

1 Month
-0.91%
3 Months
+3.05%
6 Months
+13.10%
YTD
+6.97%
1 Year
+9.22%
3 Years (annualized)
+14.23%
5 Years (annualized)
+3.21%
10 Years (annualized)
+10.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLMVX 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 Index(MSEUACWF)
This Mutual Fund (YTD)
+6.97%
Peer Avg (YTD)
+8.68%
vs Peers
-1.71%

HLMVX Mutual Fund Performance

HLMVX performance across multiple time periods: 1-month -0.91%, YTD 6.97%, 1-year 9.22%, 3-year 14.23%, 5-year 3.21%, 10-year 10.42%.

HLMVX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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