HSAFX Mutual Fund

HSAFX Mutual Fund

NAV$9.93
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Returns Overview

1 Month
+1.50%
3 Months
+4.80%
6 Months
+1.69%
YTD
+3.23%
1 Year
+1.71%
3 Years (annualized)
+4.58%
5 Years (annualized)
+3.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSAFX 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
Benchmark Fixed Allocation Composite
This Mutual Fund (YTD)
+3.23%
Peer Avg (YTD)
+6.69%
vs Peers
-3.46%

HSAFX Mutual Fund Performance

HSAFX performance across multiple time periods: 1-month 1.50%, YTD 3.23%, 1-year 1.71%, 3-year 4.58%, 5-year 3.10%.

HSAFX returns trail the peer average of 6.69% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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