HSLYX Mutual Fund

HSLYX Mutual Fund

NAV$54.51
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Returns Overview

1 Month
-0.28%
3 Months
-4.09%
6 Months
-2.38%
YTD
+10.93%
1 Year
+10.01%
3 Years (annualized)
+16.98%
5 Years (annualized)
+1.65%
10 Years (annualized)
+8.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSLYX 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)
+10.93%
Peer Avg (YTD)
+14.00%
vs Peers
-3.07%

HSLYX Mutual Fund Performance

HSLYX performance across multiple time periods: 1-month -0.28%, YTD 10.93%, 1-year 10.01%, 3-year 16.98%, 5-year 1.65%, 10-year 8.81%.

HSLYX returns trail the peer average of 14.00% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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