HUSEX Mutual Fund

HUSEX Mutual Fund

NAV$34.10
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Returns Overview

1 Month
-2.52%
3 Months
+5.08%
6 Months
+10.43%
YTD
+15.16%
1 Year
+29.47%
3 Years (annualized)
+10.98%
5 Years (annualized)
+8.71%
10 Years (annualized)
+9.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HUSEX 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
Bloomberg US 2000 Value Index(^BUS2000VII)
This Mutual Fund (YTD)
+15.16%
Peer Avg (YTD)
+15.31%
vs Peers
-0.15%

HUSEX Mutual Fund Performance

HUSEX performance across multiple time periods: 1-month -2.52%, YTD 15.16%, 1-year 29.47%, 3-year 10.98%, 5-year 8.71%, 10-year 9.83%.

HUSEX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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