HSCVX Mutual Fund

NAV$15.11

Returns Overview

1 Month
+4.08%
3 Months
+12.83%
6 Months
+15.20%
YTD
+14.40%
1 Year
+27.01%
3 Years (annualized)
+12.77%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Value Total Return(^RUJTR)
This Mutual Fund (YTD)
+14.40%
Peer Avg (YTD)
+18.52%
vs Peers
-4.12%

HSCVX Mutual Fund Performance

HSCVX performance across multiple time periods: 1-month 4.08%, YTD 14.40%, 1-year 27.01%, 3-year 12.77%.

HSCVX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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