HSMTX Mutual Fund

HSMTX Mutual Fund

NAV$16.19
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Returns Overview

1 Month
+8.56%
3 Months
+20.88%
6 Months
+23.02%
YTD
+22.17%
1 Year
+35.64%
3 Years (annualized)
+16.62%
5 Years (annualized)
+7.72%
10 Years (annualized)
+10.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSMTX 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)
+22.17%
Peer Avg (YTD)
+18.52%
vs Peers
+3.65%

HSMTX Mutual Fund Performance

HSMTX performance across multiple time periods: 1-month 8.56%, YTD 22.17%, 1-year 35.64%, 3-year 16.62%, 5-year 7.72%, 10-year 10.88%.

HSMTX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

HSMTX performance comparison shows side-by-side returns with another fund. HSMTX alternatives are available in the Mutual Fund Screener.