HSMCX Mutual Fund

HSMCX Mutual Fund

NAV$21.40
See how much of HSMCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.88%
3 Months
+2.07%
6 Months
+12.20%
YTD
+11.87%
1 Year
+23.09%
3 Years (annualized)
+14.02%
5 Years (annualized)
+7.87%
10 Years (annualized)
+19.56%

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
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)
+11.87%
Peer Avg (YTD)
+15.20%
vs Peers
-3.33%

HSMCX Mutual Fund Performance

HSMCX performance across multiple time periods: 1-month 1.88%, YTD 11.87%, 1-year 23.09%, 3-year 14.02%, 5-year 7.87%, 10-year 19.56%.

HSMCX returns trail the peer average of 15.20% 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.