HMSIX Mutual Fund

HMSIX Mutual Fund

NAV$13.22
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Returns Overview

1 Month
+9.58%
3 Months
+5.04%
6 Months
+5.54%
YTD
+24.32%
1 Year
+31.71%
3 Years (annualized)
+21.96%
5 Years (annualized)
+21.34%
10 Years (annualized)
+8.84%

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)
+24.32%
Peer Avg (YTD)
+25.52%
vs Peers
-1.20%

HMSIX Mutual Fund Performance

HMSIX performance across multiple time periods: 1-month 9.58%, YTD 24.32%, 1-year 31.71%, 3-year 21.96%, 5-year 21.34%, 10-year 8.84%.

HMSIX returns trail the peer average of 25.52% 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.