HSEIX Mutual Fund

HSEIX Mutual Fund

NAV$14.06
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Returns Overview

1 Month
-4.88%
3 Months
-7.37%
6 Months
+11.98%
YTD
+13.18%
1 Year
+21.87%
3 Years (annualized)
+16.58%
5 Years (annualized)
+8.58%
10 Years (annualized)
+10.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSEIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+13.18%
Peer Avg (YTD)
+10.34%
vs Peers
+2.83%

HSEIX Mutual Fund Performance

HSEIX performance across multiple time periods: 1-month -4.88%, YTD 13.18%, 1-year 21.87%, 3-year 16.58%, 5-year 8.58%, 10-year 10.30%.

HSEIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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