HNISX Mutual Fund

HNISX Mutual Fund

NAV$18.03
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Returns Overview

1 Month
+2.33%
3 Months
+4.13%
6 Months
+7.47%
YTD
+17.79%
1 Year
+20.19%
3 Years (annualized)
+15.31%
5 Years (annualized)
+7.32%
10 Years (annualized)
+9.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNISX 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
MSCI EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+17.79%
Peer Avg (YTD)
+9.98%
vs Peers
+7.81%

HNISX Mutual Fund Performance

HNISX performance across multiple time periods: 1-month 2.33%, YTD 17.79%, 1-year 20.19%, 3-year 15.31%, 5-year 7.32%, 10-year 9.41%.

HNISX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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