HJSIX Mutual Fund

HJSIX Mutual Fund

NAV$22.97
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Returns Overview

1 Month
+3.96%
3 Months
+2.65%
6 Months
+0.79%
YTD
+19.46%
1 Year
+23.77%
3 Years (annualized)
+21.79%
5 Years (annualized)
+9.53%
10 Years (annualized)
+11.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HJSIX 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/Nomura Small Cap Index(^RNSCI)
This Mutual Fund (YTD)
+19.46%
Peer Avg (YTD)
+21.73%
vs Peers
-2.28%

HJSIX Mutual Fund Performance

HJSIX performance across multiple time periods: 1-month 3.96%, YTD 19.46%, 1-year 23.77%, 3-year 21.79%, 5-year 9.53%, 10-year 11.07%.

HJSIX returns trail the peer average of 21.73% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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