HSMRX Mutual Fund

HSMRX Mutual Fund

NAV$15.45
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Returns Overview

1 Month
+4.68%
3 Months
-3.06%
6 Months
+5.55%
YTD
+17.98%
1 Year
+31.50%
3 Years (annualized)
+19.32%
5 Years (annualized)
+8.12%
10 Years (annualized)
+10.12%

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)
+17.98%
Peer Avg (YTD)
+12.21%
vs Peers
+5.78%

HSMRX Mutual Fund Performance

HSMRX performance across multiple time periods: 1-month 4.68%, YTD 17.98%, 1-year 31.50%, 3-year 19.32%, 5-year 8.12%, 10-year 10.12%.

HSMRX returns outperform the peer average of 12.21% 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.