HSLTX Mutual Fund

HSLTX Mutual Fund

NAV$53.15
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Returns Overview

1 Month
-0.29%
3 Months
-4.12%
6 Months
-2.39%
YTD
+9.24%
1 Year
+9.97%
3 Years (annualized)
+16.87%
5 Years (annualized)
+1.59%
10 Years (annualized)
+8.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSLTX 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)
+9.24%
Peer Avg (YTD)
+12.21%
vs Peers
-2.97%

HSLTX Mutual Fund Performance

HSLTX performance across multiple time periods: 1-month -0.29%, YTD 9.24%, 1-year 9.97%, 3-year 16.87%, 5-year 1.59%, 10-year 8.73%.

HSLTX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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