HSZCX Mutual Fund

HSZCX Mutual Fund

NAV$3.10
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Returns Overview

1 Month
+0.66%
3 Months
+12.45%
YTD
+1.66%
1 Year
+1.33%
3 Years (annualized)
-8.08%
5 Years (annualized)
-0.82%
10 Years (annualized)
+2.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSZCX 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
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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)
+1.66%
Peer Avg (YTD)
-0.91%
vs Peers
+2.56%

HSZCX Mutual Fund Performance

HSZCX performance across multiple time periods: 1-month 0.66%, YTD 1.66%, 1-year 1.33%, 3-year -8.08%, 5-year -0.82%, 10-year 2.44%.

HSZCX returns outperform the peer average of -0.91% YTD. With an expense ratio of 2.50%, investors should weigh costs against performance when evaluating this mutual fund.

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