HISVX Mutual Fund

HISVX Mutual Fund

NAV$49.29
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Returns Overview

1 Month
-1.61%
3 Months
-6.16%
6 Months
-3.73%
YTD
+18.22%
1 Year
+23.42%
3 Years (annualized)
+17.35%
5 Years (annualized)
+7.31%
10 Years (annualized)
+10.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HISVX 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
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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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+18.22%
Peer Avg (YTD)
+12.21%
vs Peers
+6.01%

HISVX Mutual Fund Performance

HISVX performance across multiple time periods: 1-month -1.61%, YTD 18.22%, 1-year 23.42%, 3-year 17.35%, 5-year 7.31%, 10-year 10.33%.

HISVX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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