HSMAX Mutual Fund

HSMAX Mutual Fund

NAV$14.54
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Returns Overview

1 Month
-0.13%
3 Months
+9.01%
6 Months
+17.07%
YTD
+21.87%
1 Year
+33.26%
3 Years (annualized)
+14.26%
5 Years (annualized)
+8.33%
10 Years (annualized)
+9.99%

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)
+21.87%
Peer Avg (YTD)
+15.31%
vs Peers
+6.56%

HSMAX Mutual Fund Performance

HSMAX performance across multiple time periods: 1-month -0.13%, YTD 21.87%, 1-year 33.26%, 3-year 14.26%, 5-year 8.33%, 10-year 9.99%.

HSMAX returns outperform the peer average of 15.31% 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.