HSMYX Mutual Fund

HSMYX Mutual Fund

NAV$15.70
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Returns Overview

1 Month
+4.74%
3 Months
-2.89%
6 Months
+5.96%
YTD
+18.64%
1 Year
+32.23%
3 Years (annualized)
+20.10%
5 Years (annualized)
+8.79%
10 Years (annualized)
+10.78%

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
PROUpgrade to run
🏦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)
+18.64%
Peer Avg (YTD)
+12.21%
vs Peers
+6.43%

HSMYX Mutual Fund Performance

HSMYX performance across multiple time periods: 1-month 4.74%, YTD 18.64%, 1-year 32.23%, 3-year 20.10%, 5-year 8.79%, 10-year 10.78%.

HSMYX returns outperform the peer average of 12.21% 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.