HSIIX Mutual Fund

HSIIX Mutual Fund

NAV$27.73
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Returns Overview

1 Month
-4.56%
3 Months
-13.03%
6 Months
+11.36%
YTD
+8.64%
1 Year
+12.93%
3 Years (annualized)
+21.73%
5 Years (annualized)
+17.12%
10 Years (annualized)
+21.77%

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)
+8.64%
Peer Avg (YTD)
+10.34%
vs Peers
-1.70%

HSIIX Mutual Fund Performance

HSIIX performance across multiple time periods: 1-month -4.56%, YTD 8.64%, 1-year 12.93%, 3-year 21.73%, 5-year 17.12%, 10-year 21.77%.

HSIIX returns trail the peer average of 10.34% 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.