HSEIX Mutual Fund

NAV$15.13

Returns Overview

1 Month
+8.58%
3 Months
+20.89%
6 Months
+22.98%
YTD
+22.18%
1 Year
+42.74%
3 Years (annualized)
+18.51%
5 Years (annualized)
+8.71%
10 Years (annualized)
+11.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSEIX 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 Index(^RUJ)
This Mutual Fund (YTD)
+22.18%
Peer Avg (YTD)
+18.52%
vs Peers
+3.65%

HSEIX Mutual Fund Performance

HSEIX performance across multiple time periods: 1-month 8.58%, YTD 22.18%, 1-year 42.74%, 3-year 18.51%, 5-year 8.71%, 10-year 11.36%.

HSEIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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