HLSCX Mutual Fund

HLSCX Mutual Fund

NAV$22.80
See how much of HLSCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.18%
3 Months
-9.94%
6 Months
+0.97%
YTD
-3.82%
1 Year
-1.70%
3 Years (annualized)
+16.81%
5 Years (annualized)
+8.92%
10 Years (annualized)
+13.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLSCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-3.82%
Peer Avg (YTD)
+9.98%
vs Peers
-13.80%

HLSCX Mutual Fund Performance

HLSCX performance across multiple time periods: 1-month -0.18%, YTD -3.82%, 1-year -1.70%, 3-year 16.81%, 5-year 8.92%, 10-year 13.26%.

HLSCX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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