HISFX Mutual Fund

HISFX Mutual Fund

NAV$17.59
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Returns Overview

1 Month
-0.23%
3 Months
+8.01%
6 Months
+9.42%
YTD
+16.03%
1 Year
+34.24%
3 Years (annualized)
+17.13%
5 Years (annualized)
+9.06%
10 Years (annualized)
+10.49%

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)
+16.03%
Peer Avg (YTD)
+10.67%
vs Peers
+5.37%

HISFX Mutual Fund Performance

HISFX performance across multiple time periods: 1-month -0.23%, YTD 16.03%, 1-year 34.24%, 3-year 17.13%, 5-year 9.06%, 10-year 10.49%.

HISFX returns outperform the peer average of 10.67% 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.