HSNAX Mutual Fund

NAV$7.86
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Returns Overview

1 Month
+0.24%
3 Months
+2.68%
6 Months
+1.69%
YTD
+1.69%
1 Year
+6.43%
3 Years (annualized)
+8.12%
5 Years (annualized)
+2.51%
10 Years (annualized)
+4.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSNAX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.69%
Peer Avg (YTD)
+3.23%
vs Peers
-1.54%

HSNAX Mutual Fund Performance

HSNAX performance across multiple time periods: 1-month 0.24%, YTD 1.69%, 1-year 6.43%, 3-year 8.12%, 5-year 2.51%, 10-year 4.51%.

HSNAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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