HISFX Mutual Fund

HISFX Mutual Fund

NAV$16.22
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Returns Overview

1 Month
-6.13%
3 Months
-8.31%
6 Months
+4.64%
YTD
+6.64%
1 Year
+14.33%
3 Years (annualized)
+19.43%
5 Years (annualized)
+7.29%
10 Years (annualized)
+8.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HISFX 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
Russell 2000 Financial Services(^R2RGSFS)
This Mutual Fund (YTD)
+6.64%
Peer Avg (YTD)
+7.91%
vs Peers
-1.28%

HISFX Mutual Fund Performance

HISFX performance across multiple time periods: 1-month -6.13%, YTD 6.64%, 1-year 14.33%, 3-year 19.43%, 5-year 7.29%, 10-year 8.99%.

HISFX returns trail the peer average of 7.91% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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