HSVIX Mutual Fund

HSVIX Mutual Fund

NAV$21.73
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Returns Overview

1 Month
-3.83%
3 Months
+2.34%
6 Months
+11.71%
YTD
+18.50%
1 Year
+25.90%
3 Years (annualized)
+7.30%
5 Years (annualized)
+6.99%
10 Years (annualized)
+9.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSVIX 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
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📉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)
+18.50%
Peer Avg (YTD)
+15.31%
vs Peers
+3.19%

HSVIX Mutual Fund Performance

HSVIX performance across multiple time periods: 1-month -3.83%, YTD 18.50%, 1-year 25.90%, 3-year 7.30%, 5-year 6.99%, 10-year 9.32%.

HSVIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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