HSIIX Mutual Fund

HSIIX Mutual Fund

NAV$29.55
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Returns Overview

1 Month
-8.22%
3 Months
+3.03%
6 Months
+11.62%
YTD
+16.31%
1 Year
+26.57%
3 Years (annualized)
+14.51%
5 Years (annualized)
+3.81%
10 Years (annualized)
+9.43%

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)
+16.31%
Peer Avg (YTD)
+15.31%
vs Peers
+1.00%

HSIIX Mutual Fund Performance

HSIIX performance across multiple time periods: 1-month -8.22%, YTD 16.31%, 1-year 26.57%, 3-year 14.51%, 5-year 3.81%, 10-year 9.43%.

HSIIX returns outperform the peer average of 15.31% 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.