HSCVX Mutual Fund

HSCVX Mutual Fund

NAV$15.04
See how much of HSCVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.33%
3 Months
-0.47%
6 Months
+5.42%
YTD
+14.71%
1 Year
+22.55%
3 Years (annualized)
+17.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSCVX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Total Return(^RUJTR)
This Mutual Fund (YTD)
+14.71%
Peer Avg (YTD)
+12.21%
vs Peers
+2.50%

HSCVX Mutual Fund Performance

HSCVX performance across multiple time periods: 1-month 5.33%, YTD 14.71%, 1-year 22.55%, 3-year 17.01%.

HSCVX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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