HSDEX Mutual Fund

HSDEX Mutual Fund

NAV$5.97
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Returns Overview

1 Month
+0.20%
3 Months
+12.49%
6 Months
+16.55%
YTD
+19.33%
1 Year
+18.38%
3 Years (annualized)
+8.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSDEX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+19.33%
Peer Avg (YTD)
+13.86%
vs Peers
+5.47%

HSDEX Mutual Fund Performance

HSDEX performance across multiple time periods: 1-month 0.20%, YTD 19.33%, 1-year 18.38%, 3-year 8.99%.

HSDEX returns outperform the peer average of 13.86% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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