HUSIX Mutual Fund

HUSIX Mutual Fund

NAV$32.94
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Returns Overview

1 Month
-2.52%
3 Months
+5.00%
6 Months
+10.24%
YTD
+14.95%
1 Year
+29.04%
3 Years (annualized)
+10.65%
5 Years (annualized)
+8.45%
10 Years (annualized)
+9.57%

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
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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)
+14.95%
Peer Avg (YTD)
+15.31%
vs Peers
-0.36%

HUSIX Mutual Fund Performance

HUSIX performance across multiple time periods: 1-month -2.52%, YTD 14.95%, 1-year 29.04%, 3-year 10.65%, 5-year 8.45%, 10-year 9.57%.

HUSIX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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