HSFNX Mutual Fund

NAV$32.01

Returns Overview

1 Month
+7.91%
3 Months
+13.98%
6 Months
+15.94%
YTD
+16.06%
1 Year
+42.53%
3 Years (annualized)
+27.13%
5 Years (annualized)
+9.58%
10 Years (annualized)
+11.36%

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
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 Financial Services(^R2RGSFS)
This Mutual Fund (YTD)
+16.06%
Peer Avg (YTD)
+8.61%
vs Peers
+7.46%

HSFNX Mutual Fund Performance

HSFNX performance across multiple time periods: 1-month 7.91%, YTD 16.06%, 1-year 42.53%, 3-year 27.13%, 5-year 9.58%, 10-year 11.36%.

HSFNX returns outperform the peer average of 8.61% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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