HSUAX Mutual Fund

HSUAX Mutual Fund

NAV$38.52
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Returns Overview

1 Month
-5.05%
3 Months
+6.12%
6 Months
-5.83%
YTD
-5.48%
1 Year
-8.11%
3 Years (annualized)
+11.83%
5 Years (annualized)
+5.86%
10 Years (annualized)
+8.19%

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)
-5.48%
Peer Avg (YTD)
+8.97%
vs Peers
-14.45%

HSUAX Mutual Fund Performance

HSUAX performance across multiple time periods: 1-month -5.05%, YTD -5.48%, 1-year -8.11%, 3-year 11.83%, 5-year 5.86%, 10-year 8.19%.

HSUAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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