HSMCX Mutual Fund

HSMCX Mutual Fund

NAV$23.19
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Returns Overview

1 Month
-5.95%
3 Months
+5.34%
6 Months
+9.48%
YTD
+9.80%
1 Year
+24.04%
3 Years (annualized)
+11.95%
5 Years (annualized)
+0.93%
10 Years (annualized)
+10.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSMCX 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)
+9.80%
Peer Avg (YTD)
+15.31%
vs Peers
-5.51%

HSMCX Mutual Fund Performance

HSMCX performance across multiple time periods: 1-month -5.95%, YTD 9.80%, 1-year 24.04%, 3-year 11.95%, 5-year 0.93%, 10-year 10.24%.

HSMCX returns trail the peer average of 15.31% YTD. With an expense ratio of 2.13%, investors should weigh costs against performance when evaluating this mutual fund.

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