HSZAX Mutual Fund

HSZAX Mutual Fund

NAV$5.77
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Returns Overview

1 Month
+0.70%
3 Months
+12.77%
6 Months
+0.35%
YTD
+2.14%
1 Year
+2.32%
3 Years (annualized)
-7.39%
5 Years (annualized)
-0.12%
10 Years (annualized)
-0.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSZAX 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 600 Small Cap Index(^SML:SP)
This Mutual Fund (YTD)
+2.14%
Peer Avg (YTD)
-0.91%
vs Peers
+3.04%

HSZAX Mutual Fund Performance

HSZAX performance across multiple time periods: 1-month 0.70%, YTD 2.14%, 1-year 2.32%, 3-year -7.39%, 5-year -0.12%, 10-year -0.43%.

HSZAX returns outperform the peer average of -0.91% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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