HSAFX Mutual Fund

HSAFX Mutual Fund

NAV$10.09
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Returns Overview

1 Month
+3.21%
3 Months
+2.51%
6 Months
+2.11%
YTD
+1.70%
1 Year
+4.20%
3 Years (annualized)
+3.86%
5 Years (annualized)
+3.33%

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
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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
Benchmark Fixed Allocation Composite
This Mutual Fund (YTD)
+1.70%
Peer Avg (YTD)
+5.79%
vs Peers
-4.09%

HSAFX Mutual Fund Performance

HSAFX performance across multiple time periods: 1-month 3.21%, YTD 1.70%, 1-year 4.20%, 3-year 3.86%, 5-year 3.33%.

HSAFX returns trail the peer average of 5.79% 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.