HSTIX Mutual Fund

HSTIX Mutual Fund

NAV$53.99
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Returns Overview

1 Month
-0.89%
3 Months
+1.36%
6 Months
+5.51%
YTD
+11.10%
1 Year
+11.59%
3 Years (annualized)
+22.83%
5 Years (annualized)
+11.53%
10 Years (annualized)
+14.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSTIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.10%
Peer Avg (YTD)
+9.28%
vs Peers
+1.82%

HSTIX Mutual Fund Performance

HSTIX performance across multiple time periods: 1-month -0.89%, YTD 11.10%, 1-year 11.59%, 3-year 22.83%, 5-year 11.53%, 10-year 14.84%.

HSTIX returns outperform the peer average of 9.28% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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