HSLIX Mutual Fund

HSLIX Mutual Fund

NAV$50.93
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Returns Overview

1 Month
-7.24%
3 Months
+1.78%
6 Months
+10.93%
YTD
+15.64%
1 Year
+28.07%
3 Years (annualized)
+12.10%
5 Years (annualized)
+2.81%
10 Years (annualized)
+9.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSLIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+15.64%
Peer Avg (YTD)
+15.31%
vs Peers
+0.33%

HSLIX Mutual Fund Performance

HSLIX performance across multiple time periods: 1-month -7.24%, YTD 15.64%, 1-year 28.07%, 3-year 12.10%, 5-year 2.81%, 10-year 9.33%.

HSLIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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