HSIIX Mutual Fund

HSIIX Mutual Fund

NAV$26.87
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Returns Overview

1 Month
-0.39%
3 Months
-5.61%
6 Months
-2.75%
YTD
+8.21%
1 Year
+9.91%
3 Years (annualized)
+25.13%
5 Years (annualized)
+15.52%
10 Years (annualized)
+21.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSIIX 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 Growth Index(^RUO)
This Mutual Fund (YTD)
+8.21%
Peer Avg (YTD)
+12.21%
vs Peers
-4.00%

HSIIX Mutual Fund Performance

HSIIX performance across multiple time periods: 1-month -0.39%, YTD 8.21%, 1-year 9.91%, 3-year 25.13%, 5-year 15.52%, 10-year 21.66%.

HSIIX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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