HUSEX Mutual Fund

HUSEX Mutual Fund

NAV$32.91
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Returns Overview

1 Month
+5.19%
3 Months
-4.96%
6 Months
-0.12%
YTD
+9.46%
1 Year
+18.91%
3 Years (annualized)
+13.07%
5 Years (annualized)
+7.38%
10 Years (annualized)
+9.20%

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)
+9.46%
Peer Avg (YTD)
+12.21%
vs Peers
-2.75%

HUSEX Mutual Fund Performance

HUSEX performance across multiple time periods: 1-month 5.19%, YTD 9.46%, 1-year 18.91%, 3-year 13.07%, 5-year 7.38%, 10-year 9.20%.

HUSEX returns trail the peer average of 12.21% 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.