HSXAX Mutual Fund

NAV$6.03

Returns Overview

1 Month
+0.10%
3 Months
+12.44%
6 Months
+16.22%
YTD
+18.98%
1 Year
+17.92%
3 Years (annualized)
+8.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSXAX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+18.98%
Peer Avg (YTD)
+13.86%
vs Peers
+5.12%

HSXAX Mutual Fund Performance

HSXAX performance across multiple time periods: 1-month 0.10%, YTD 18.98%, 1-year 17.92%, 3-year 8.61%.

HSXAX returns outperform the peer average of 13.86% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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