HMSIX Mutual Fund

HMSIX Mutual Fund

NAV$13.88
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Returns Overview

1 Month
-7.94%
3 Months
-1.99%
6 Months
-1.41%
YTD
+13.45%
1 Year
+15.34%
3 Years (annualized)
+21.58%
5 Years (annualized)
+23.42%
10 Years (annualized)
+8.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMSIX 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)
+13.45%
Peer Avg (YTD)
+19.29%
vs Peers
-5.84%

HMSIX Mutual Fund Performance

HMSIX performance across multiple time periods: 1-month -7.94%, YTD 13.45%, 1-year 15.34%, 3-year 21.58%, 5-year 23.42%, 10-year 8.63%.

HMSIX returns trail the peer average of 19.29% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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