HSTAX Mutual Fund

NAV$100.17

Returns Overview

1 Month
+0.92%
3 Months
+9.19%
6 Months
+3.54%
YTD
+3.50%
1 Year
+21.60%
3 Years (annualized)
+12.51%
5 Years (annualized)
+9.42%
10 Years (annualized)
+12.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSTAX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+3.50%
Peer Avg (YTD)
+9.51%
vs Peers
-6.01%

HSTAX Mutual Fund Performance

HSTAX performance across multiple time periods: 1-month 0.92%, YTD 3.50%, 1-year 21.60%, 3-year 12.51%, 5-year 9.42%, 10-year 12.07%.

HSTAX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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