HSSIX Mutual Fund

HSSIX Mutual Fund

NAV$35.87
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Returns Overview

1 Month
-1.77%
3 Months
+8.93%
6 Months
+4.97%
YTD
+5.44%
1 Year
+11.36%
3 Years (annualized)
+15.07%
5 Years (annualized)
-4.58%
10 Years (annualized)
+5.06%

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
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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 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.44%
Peer Avg (YTD)
+10.67%
vs Peers
-5.23%

HSSIX Mutual Fund Performance

HSSIX performance across multiple time periods: 1-month -1.77%, YTD 5.44%, 1-year 11.36%, 3-year 15.07%, 5-year -4.58%, 10-year 5.06%.

HSSIX returns trail the peer average of 10.67% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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