HSMTX Mutual Fund

HSMTX Mutual Fund

NAV$15.56
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Returns Overview

1 Month
-0.06%
3 Months
+9.08%
6 Months
+17.25%
YTD
+22.09%
1 Year
+33.75%
3 Years (annualized)
+14.69%
5 Years (annualized)
+8.75%
10 Years (annualized)
+10.43%

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)
+22.09%
Peer Avg (YTD)
+15.31%
vs Peers
+6.78%

HSMTX Mutual Fund Performance

HSMTX performance across multiple time periods: 1-month -0.06%, YTD 22.09%, 1-year 33.75%, 3-year 14.69%, 5-year 8.75%, 10-year 10.43%.

HSMTX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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