HSFNX Mutual Fund

HSFNX Mutual Fund

NAV$29.11
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Returns Overview

1 Month
-6.12%
3 Months
-8.34%
6 Months
+4.48%
YTD
+6.39%
1 Year
+14.02%
3 Years (annualized)
+19.04%
5 Years (annualized)
+6.93%
10 Years (annualized)
+8.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSFNX 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 Financial Services(^R2RGSFS)
This Mutual Fund (YTD)
+6.39%
Peer Avg (YTD)
+7.91%
vs Peers
-1.52%

HSFNX Mutual Fund Performance

HSFNX performance across multiple time periods: 1-month -6.12%, YTD 6.39%, 1-year 14.02%, 3-year 19.04%, 5-year 6.93%, 10-year 8.62%.

HSFNX returns trail the peer average of 7.91% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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