HSMFX Mutual Fund

HSMFX Mutual Fund

NAV$13.88
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Returns Overview

1 Month
-2.55%
3 Months
+5.75%
6 Months
+12.82%
YTD
+19.11%
1 Year
+21.79%
3 Years (annualized)
+16.81%
5 Years (annualized)
+8.79%
10 Years (annualized)
+10.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSMFX 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 Value Index(^RUJ)
This Mutual Fund (YTD)
+19.11%
Peer Avg (YTD)
+15.20%
vs Peers
+3.92%

HSMFX Mutual Fund Performance

HSMFX performance across multiple time periods: 1-month -2.55%, YTD 19.11%, 1-year 21.79%, 3-year 16.81%, 5-year 8.79%, 10-year 10.52%.

HSMFX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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