HSUCX Mutual Fund

HSUCX Mutual Fund

NAV$29.25
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Returns Overview

1 Month
-0.81%
3 Months
-2.16%
6 Months
-3.19%
YTD
-8.67%
1 Year
-10.91%
3 Years (annualized)
+10.64%
5 Years (annualized)
-0.20%
10 Years (annualized)
+38.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSUCX 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)
-8.67%
Peer Avg (YTD)
+5.23%
vs Peers
-13.90%

HSUCX Mutual Fund Performance

HSUCX performance across multiple time periods: 1-month -0.81%, YTD -8.67%, 1-year -10.91%, 3-year 10.64%, 5-year -0.20%, 10-year 38.49%.

HSUCX returns trail the peer average of 5.23% YTD. With an expense ratio of 2.12%, investors should weigh costs against performance when evaluating this mutual fund.

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