HISVX Mutual Fund

HISVX Mutual Fund

NAV$52.55
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Returns Overview

1 Month
-4.73%
3 Months
+2.59%
6 Months
+15.12%
YTD
+28.38%
1 Year
+38.17%
3 Years (annualized)
+14.20%
5 Years (annualized)
+9.14%
10 Years (annualized)
+11.01%

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)
+28.38%
Peer Avg (YTD)
+15.31%
vs Peers
+13.07%

HISVX Mutual Fund Performance

HISVX performance across multiple time periods: 1-month -4.73%, YTD 28.38%, 1-year 38.17%, 3-year 14.20%, 5-year 9.14%, 10-year 11.01%.

HISVX returns outperform the peer average of 15.31% 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.