HSMSX Mutual Fund

HSMSX Mutual Fund

NAV$15.79
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Returns Overview

1 Month
-0.06%
3 Months
+8.98%
6 Months
+17.11%
YTD
+21.92%
1 Year
+33.34%
3 Years (annualized)
+14.38%
5 Years (annualized)
+8.43%
10 Years (annualized)
+10.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSMSX 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)
+21.92%
Peer Avg (YTD)
+15.31%
vs Peers
+6.61%

HSMSX Mutual Fund Performance

HSMSX performance across multiple time periods: 1-month -0.06%, YTD 21.92%, 1-year 33.34%, 3-year 14.38%, 5-year 8.43%, 10-year 10.10%.

HSMSX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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