HSLIX Mutual Fund

HSLIX Mutual Fund

NAV$48.94
See how much of HSLIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.27%
3 Months
-4.09%
6 Months
-2.39%
YTD
+9.23%
1 Year
+9.97%
3 Years (annualized)
+16.94%
5 Years (annualized)
+1.62%
10 Years (annualized)
+8.70%

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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+9.23%
Peer Avg (YTD)
+12.21%
vs Peers
-2.98%

HSLIX Mutual Fund Performance

HSLIX performance across multiple time periods: 1-month -0.27%, YTD 9.23%, 1-year 9.97%, 3-year 16.94%, 5-year 1.62%, 10-year 8.70%.

HSLIX returns trail the peer average of 12.21% 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.