HSIIX Mutual Fund

NAV$31.11

Returns Overview

1 Month
+6.72%
3 Months
+28.04%
6 Months
+26.73%
YTD
+24.91%
1 Year
+41.83%
3 Years (annualized)
+25.56%
5 Years (annualized)
+19.38%
10 Years (annualized)
+23.64%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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 Growth Index(^RUO)
This Mutual Fund (YTD)
+24.91%
Peer Avg (YTD)
+18.52%
vs Peers
+6.39%

HSIIX Mutual Fund Performance

HSIIX performance across multiple time periods: 1-month 6.72%, YTD 24.91%, 1-year 41.83%, 3-year 25.56%, 5-year 19.38%, 10-year 23.64%.

HSIIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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