HJSIX Mutual Fund

HJSIX Mutual Fund

NAV$23.17
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Returns Overview

1 Month
+1.09%
3 Months
+5.53%
6 Months
+15.91%
YTD
+20.76%
1 Year
+20.93%
3 Years (annualized)
+21.79%
5 Years (annualized)
+9.53%
10 Years (annualized)
+11.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HJSIX 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/Nomura Small Cap Index(^RNSCI)
This Mutual Fund (YTD)
+20.76%
Peer Avg (YTD)
+23.99%
vs Peers
-3.22%

HJSIX Mutual Fund Performance

HJSIX performance across multiple time periods: 1-month 1.09%, YTD 20.76%, 1-year 20.93%, 3-year 21.79%, 5-year 9.53%, 10-year 11.07%.

HJSIX returns trail the peer average of 23.99% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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