HSMRX Mutual Fund

HSMRX Mutual Fund

NAV$15.80
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Returns Overview

1 Month
-0.13%
3 Months
+8.88%
6 Months
+16.90%
YTD
+21.71%
1 Year
+32.95%
3 Years (annualized)
+14.03%
5 Years (annualized)
+8.75%
10 Years (annualized)
+10.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSMRX 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)
+21.71%
Peer Avg (YTD)
+15.31%
vs Peers
+6.39%

HSMRX Mutual Fund Performance

HSMRX performance across multiple time periods: 1-month -0.13%, YTD 21.71%, 1-year 32.95%, 3-year 14.03%, 5-year 8.75%, 10-year 10.11%.

HSMRX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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