HSHRX Mutual Fund

NAV$10.73

Returns Overview

1 Month
+3.66%
3 Months
-1.37%
6 Months
+5.80%
YTD
+8.36%
1 Year
+22.06%
3 Years (annualized)
-7.10%
5 Years (annualized)
-0.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSHRX 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
MSCI China A Onshore Index(MSCICAOI)
This Mutual Fund (YTD)
+8.36%
Peer Avg (YTD)
+9.29%
vs Peers
-0.94%

HSHRX Mutual Fund Performance

HSHRX performance across multiple time periods: 1-month 3.66%, YTD 8.36%, 1-year 22.06%, 3-year -7.10%, 5-year -0.13%.

HSHRX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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