HSVIX Mutual Fund

NAV$22.20

Returns Overview

1 Month
+3.79%
3 Months
+20.16%
6 Months
+23.22%
YTD
+21.51%
1 Year
+35.56%

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
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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+21.51%
Peer Avg (YTD)
+18.52%
vs Peers
+2.98%

HSVIX Mutual Fund Performance

HSVIX performance across multiple time periods: 1-month 3.79%, YTD 21.51%, 1-year 35.56%.

HSVIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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