HSCVX Mutual Fund

HSCVX Mutual Fund

NAV$14.32
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Returns Overview

1 Month
-4.80%
3 Months
-4.80%
6 Months
+7.41%
YTD
+8.91%
1 Year
+13.74%
3 Years (annualized)
+12.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSCVX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Total Return(^RUJTR)
This Mutual Fund (YTD)
+8.91%
Peer Avg (YTD)
+10.34%
vs Peers
-1.43%

HSCVX Mutual Fund Performance

HSCVX performance across multiple time periods: 1-month -4.80%, YTD 8.91%, 1-year 13.74%, 3-year 12.99%.

HSCVX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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