HISFX Mutual Fund

HISFX Mutual Fund

NAV$16.54
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Returns Overview

1 Month
-2.10%
3 Months
+5.43%
6 Months
+10.98%
YTD
+13.60%
1 Year
+17.31%
3 Years (annualized)
+19.43%
5 Years (annualized)
+7.29%
10 Years (annualized)
+8.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HISFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Financial Services(^R2RGSFS)
This Mutual Fund (YTD)
+13.60%
Peer Avg (YTD)
+11.10%
vs Peers
+2.50%

HISFX Mutual Fund Performance

HISFX performance across multiple time periods: 1-month -2.10%, YTD 13.60%, 1-year 17.31%, 3-year 19.43%, 5-year 7.29%, 10-year 8.99%.

HISFX returns outperform the peer average of 11.10% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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