HMSFX Mutual Fund

HMSFX Mutual Fund

NAV$13.06
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Returns Overview

1 Month
-7.86%
3 Months
-2.11%
6 Months
-1.57%
YTD
+13.07%
1 Year
+14.96%
3 Years (annualized)
+21.20%
5 Years (annualized)
+23.08%
10 Years (annualized)
+8.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMSFX 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
Alerian Midstream Energy Select Index(^AMEI)
This Mutual Fund (YTD)
+13.07%
Peer Avg (YTD)
+19.29%
vs Peers
-6.22%

HMSFX Mutual Fund Performance

HMSFX performance across multiple time periods: 1-month -7.86%, YTD 13.07%, 1-year 14.96%, 3-year 21.20%, 5-year 23.08%, 10-year 8.35%.

HMSFX returns trail the peer average of 19.29% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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