HSFNX Mutual Fund

HSFNX Mutual Fund

NAV$30.64
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Returns Overview

1 Month
-0.25%
3 Months
+7.89%
6 Months
+9.27%
YTD
+15.77%
1 Year
+33.80%
3 Years (annualized)
+16.75%
5 Years (annualized)
+8.70%
10 Years (annualized)
+10.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSFNX 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
Russell 2000 Financial Services(^R2RGSFS)
This Mutual Fund (YTD)
+15.77%
Peer Avg (YTD)
+10.67%
vs Peers
+5.11%

HSFNX Mutual Fund Performance

HSFNX performance across multiple time periods: 1-month -0.25%, YTD 15.77%, 1-year 33.80%, 3-year 16.75%, 5-year 8.70%, 10-year 10.10%.

HSFNX returns outperform the peer average of 10.67% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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