HSMRX Mutual Fund

HSMRX Mutual Fund

NAV$14.78
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Returns Overview

1 Month
-4.97%
3 Months
-7.51%
6 Months
+11.67%
YTD
+12.71%
1 Year
+20.93%
3 Years (annualized)
+15.95%
5 Years (annualized)
+8.03%
10 Years (annualized)
+9.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSMRX 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 Value Index(^RUJ)
This Mutual Fund (YTD)
+12.71%
Peer Avg (YTD)
+10.34%
vs Peers
+2.37%

HSMRX Mutual Fund Performance

HSMRX performance across multiple time periods: 1-month -4.97%, YTD 12.71%, 1-year 20.93%, 3-year 15.95%, 5-year 8.03%, 10-year 9.74%.

HSMRX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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