HSLVX Mutual Fund

HSLVX Mutual Fund

NAV$53.75
See how much of HSLVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.45%
3 Months
-10.77%
6 Months
+13.16%
YTD
+9.64%
1 Year
+14.87%
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
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)
+9.64%
Peer Avg (YTD)
+10.34%
vs Peers
-0.71%

HSLVX Mutual Fund Performance

HSLVX performance across multiple time periods: 1-month -5.45%, YTD 9.64%, 1-year 14.87%, 3-year 14.50%, 5-year 2.84%, 10-year 9.04%.

HSLVX returns trail the peer average of 10.34% 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.