HNISX Mutual Fund

HNISX Mutual Fund

NAV$18.53
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Returns Overview

1 Month
-1.81%
3 Months
+10.43%
6 Months
+11.57%
YTD
+11.07%
1 Year
+15.68%
3 Years (annualized)
+13.41%
5 Years (annualized)
+6.64%
10 Years (annualized)
+9.34%

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
PROUpgrade to run
🏦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)
+11.07%
Peer Avg (YTD)
+9.16%
vs Peers
+1.91%

HNISX Mutual Fund Performance

HNISX performance across multiple time periods: 1-month -1.81%, YTD 11.07%, 1-year 15.68%, 3-year 13.41%, 5-year 6.64%, 10-year 9.34%.

HNISX returns outperform the peer average of 9.16% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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