HSMCX Mutual Fund

HSMCX Mutual Fund

NAV$21.15
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Returns Overview

1 Month
-6.12%
3 Months
-10.04%
6 Months
+11.92%
YTD
+5.02%
1 Year
+12.69%
3 Years (annualized)
+14.02%
5 Years (annualized)
+7.87%
10 Years (annualized)
+19.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSMCX 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)
+5.02%
Peer Avg (YTD)
+10.34%
vs Peers
-5.32%

HSMCX Mutual Fund Performance

HSMCX performance across multiple time periods: 1-month -6.12%, YTD 5.02%, 1-year 12.69%, 3-year 14.02%, 5-year 7.87%, 10-year 19.56%.

HSMCX returns trail the peer average of 10.34% YTD. With an expense ratio of 2.13%, investors should weigh costs against performance when evaluating this mutual fund.

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