HSMYX Mutual Fund

HSMYX Mutual Fund

NAV$16.04
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Returns Overview

1 Month
+8.58%
3 Months
+20.85%
6 Months
+22.99%
YTD
+22.24%
1 Year
+42.45%
3 Years (annualized)
+18.58%
5 Years (annualized)
+8.81%
10 Years (annualized)
+11.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSMYX 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)
+22.24%
Peer Avg (YTD)
+18.52%
vs Peers
+3.71%

HSMYX Mutual Fund Performance

HSMYX performance across multiple time periods: 1-month 8.58%, YTD 22.24%, 1-year 42.45%, 3-year 18.58%, 5-year 8.81%, 10-year 11.46%.

HSMYX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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