HSSIX Mutual Fund

NAV$36.54

Returns Overview

1 Month
+10.52%
3 Months
+20.35%
6 Months
+7.88%
YTD
+7.34%
1 Year
+15.69%
3 Years (annualized)
+21.82%
5 Years (annualized)
-4.39%
10 Years (annualized)
+5.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSSIX 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

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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.34%
Peer Avg (YTD)
+8.61%
vs Peers
-1.27%

HSSIX Mutual Fund Performance

HSSIX performance across multiple time periods: 1-month 10.52%, YTD 7.34%, 1-year 15.69%, 3-year 21.82%, 5-year -4.39%, 10-year 5.60%.

HSSIX returns trail the peer average of 8.61% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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