HUSIX Mutual Fund

NAV$33.45

Returns Overview

1 Month
+7.52%
3 Months
+16.93%
6 Months
+18.54%
YTD
+17.93%
1 Year
+29.72%
3 Years (annualized)
+14.39%
5 Years (annualized)
+8.23%
10 Years (annualized)
+10.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HUSIX 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
Bloomberg US 2000 Value Index(^BUS2000VII)
This Mutual Fund (YTD)
+17.93%
Peer Avg (YTD)
+18.52%
vs Peers
-0.60%

HUSIX Mutual Fund Performance

HUSIX performance across multiple time periods: 1-month 7.52%, YTD 17.93%, 1-year 29.72%, 3-year 14.39%, 5-year 8.23%, 10-year 10.53%.

HUSIX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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