HOOSX Mutual Fund

HOOSX Mutual Fund

NAV$33.31
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Returns Overview

1 Month
-3.10%
3 Months
-3.47%
6 Months
+14.60%
YTD
+15.12%
1 Year
+21.13%
3 Years (annualized)
+13.17%
5 Years (annualized)
+5.90%
10 Years (annualized)
+9.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HOOSX 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 Index(^RUT)
This Mutual Fund (YTD)
+15.12%
Peer Avg (YTD)
+10.34%
vs Peers
+4.78%

HOOSX Mutual Fund Performance

HOOSX performance across multiple time periods: 1-month -3.10%, YTD 15.12%, 1-year 21.13%, 3-year 13.17%, 5-year 5.90%, 10-year 9.14%.

HOOSX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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