HSUAX Mutual Fund

HSUAX Mutual Fund

NAV$37.78
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Returns Overview

1 Month
-0.85%
3 Months
-0.85%
6 Months
-4.16%
YTD
-6.28%
1 Year
-7.97%
3 Years (annualized)
+10.03%
5 Years (annualized)
+1.65%
10 Years (annualized)
+10.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSUAX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-6.28%
Peer Avg (YTD)
+6.23%
vs Peers
-12.51%

HSUAX Mutual Fund Performance

HSUAX performance across multiple time periods: 1-month -0.85%, YTD -6.28%, 1-year -7.97%, 3-year 10.03%, 5-year 1.65%, 10-year 10.48%.

HSUAX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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