HSUAX Mutual Fund

HSUAX Mutual Fund

NAV$36.39
See how much of HSUAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.76%
3 Months
-1.98%
6 Months
-2.82%
YTD
-8.14%
1 Year
-10.28%
3 Years (annualized)
+11.40%
5 Years (annualized)
+0.50%
10 Years (annualized)
+39.43%

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
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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-8.14%
Peer Avg (YTD)
+5.23%
vs Peers
-13.37%

HSUAX Mutual Fund Performance

HSUAX performance across multiple time periods: 1-month -0.76%, YTD -8.14%, 1-year -10.28%, 3-year 11.40%, 5-year 0.50%, 10-year 39.43%.

HSUAX returns trail the peer average of 5.23% 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.