HSMTX Mutual Fund

HSMTX Mutual Fund

NAV$15.74
See how much of HSMTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.73%
3 Months
-2.94%
6 Months
+5.87%
YTD
+18.50%
1 Year
+32.09%
3 Years (annualized)
+19.99%
5 Years (annualized)
+8.74%
10 Years (annualized)
+10.74%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+18.50%
Peer Avg (YTD)
+12.21%
vs Peers
+6.29%

HSMTX Mutual Fund Performance

HSMTX performance across multiple time periods: 1-month 4.73%, YTD 18.50%, 1-year 32.09%, 3-year 19.99%, 5-year 8.74%, 10-year 10.74%.

HSMTX returns outperform the peer average of 12.21% 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.