HSOAX Mutual Fund

NAV$9.12
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-7.09%
3 Months
-9.10%
6 Months
-1.32%
YTD
-2.12%
1 Year
+5.56%
3 Years (annualized)
+4.67%
5 Years (annualized)
+10.81%
10 Years (annualized)
+8.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSOAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
-2.12%
Peer Avg (YTD)
+0.66%
vs Peers
-2.78%

HSOAX Mutual Fund Performance

HSOAX performance across multiple time periods: 1-month -7.09%, YTD -2.12%, 1-year 5.56%, 3-year 4.67%, 5-year 10.81%, 10-year 8.47%.

HSOAX returns trail the peer average of 0.66% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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