HSMAX Mutual Fund

HSMAX Mutual Fund

NAV$14.98
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Returns Overview

1 Month
+8.60%
3 Months
+20.84%
6 Months
+22.84%
YTD
+22.03%
1 Year
+42.44%
3 Years (annualized)
+18.16%
5 Years (annualized)
+8.40%
10 Years (annualized)
+11.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSMAX 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 Value Index(^RUJ)
This Mutual Fund (YTD)
+22.03%
Peer Avg (YTD)
+18.52%
vs Peers
+3.51%

HSMAX Mutual Fund Performance

HSMAX performance across multiple time periods: 1-month 8.60%, YTD 22.03%, 1-year 42.44%, 3-year 18.16%, 5-year 8.40%, 10-year 11.01%.

HSMAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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