HMSIX Mutual Fund

HMSIX Mutual Fund

NAV$14.54
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Returns Overview

1 Month
+2.25%
3 Months
+0.48%
6 Months
+10.81%
YTD
+19.42%
1 Year
+18.64%
3 Years (annualized)
+20.12%
5 Years (annualized)
+21.96%
10 Years (annualized)
+8.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMSIX 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
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📉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
Alerian Midstream Energy Select Index(^AMEI)
This Mutual Fund (YTD)
+19.42%
Peer Avg (YTD)
+19.98%
vs Peers
-0.56%

HMSIX Mutual Fund Performance

HMSIX performance across multiple time periods: 1-month 2.25%, YTD 19.42%, 1-year 18.64%, 3-year 20.12%, 5-year 21.96%, 10-year 8.36%.

HMSIX returns trail the peer average of 19.98% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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