HSLIX Mutual Fund

HSLIX Mutual Fund

NAV$47.10
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Returns Overview

1 Month
-5.44%
3 Months
-10.79%
6 Months
+13.07%
YTD
+9.53%
1 Year
+14.72%
3 Years (annualized)
+14.37%
5 Years (annualized)
+2.74%
10 Years (annualized)
+8.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSLIX 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 Growth Index(^RUO)
This Mutual Fund (YTD)
+9.53%
Peer Avg (YTD)
+10.34%
vs Peers
-0.81%

HSLIX Mutual Fund Performance

HSLIX performance across multiple time periods: 1-month -5.44%, YTD 9.53%, 1-year 14.72%, 3-year 14.37%, 5-year 2.74%, 10-year 8.87%.

HSLIX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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