HSLVX Mutual Fund

HSLVX Mutual Fund

NAV$53.92
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Returns Overview

1 Month
+1.73%
3 Months
-1.38%
6 Months
+11.80%
YTD
+17.73%
1 Year
+25.62%
3 Years (annualized)
+14.50%
5 Years (annualized)
+2.84%
10 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSLVX 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)
+17.73%
Peer Avg (YTD)
+15.20%
vs Peers
+2.53%

HSLVX Mutual Fund Performance

HSLVX performance across multiple time periods: 1-month 1.73%, YTD 17.73%, 1-year 25.62%, 3-year 14.50%, 5-year 2.84%, 10-year 9.04%.

HSLVX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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