HMSFX Mutual Fund

NAV$13.19

Returns Overview

1 Month
+2.33%
3 Months
+0.55%
6 Months
+16.61%
YTD
+15.51%
1 Year
+14.86%
3 Years (annualized)
+21.25%
5 Years (annualized)
+19.71%
10 Years (annualized)
+8.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMSFX 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
Alerian Midstream Energy Select Index(^AMEI)
This Mutual Fund (YTD)
+15.51%
Peer Avg (YTD)
+14.02%
vs Peers
+1.49%

HMSFX Mutual Fund Performance

HMSFX performance across multiple time periods: 1-month 2.33%, YTD 15.51%, 1-year 14.86%, 3-year 21.25%, 5-year 19.71%, 10-year 8.00%.

HMSFX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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