HISVX Mutual Fund

NAV$54.14

Returns Overview

1 Month
+8.29%
3 Months
+20.97%
6 Months
+34.75%
YTD
+32.24%
1 Year
+46.26%
3 Years (annualized)
+17.71%
5 Years (annualized)
+10.20%
10 Years (annualized)
+11.99%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+32.24%
Peer Avg (YTD)
+18.52%
vs Peers
+13.72%

HISVX Mutual Fund Performance

HISVX performance across multiple time periods: 1-month 8.29%, YTD 32.24%, 1-year 46.26%, 3-year 17.71%, 5-year 10.20%, 10-year 11.99%.

HISVX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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