HSMSX Mutual Fund

HSMSX Mutual Fund

NAV$15.09
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Returns Overview

1 Month
-4.93%
3 Months
-7.42%
6 Months
+11.83%
YTD
+12.94%
1 Year
+21.18%
3 Years (annualized)
+16.27%
5 Years (annualized)
+8.33%
10 Years (annualized)
+10.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSMSX 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)
+12.94%
Peer Avg (YTD)
+10.34%
vs Peers
+2.60%

HSMSX Mutual Fund Performance

HSMSX performance across multiple time periods: 1-month -4.93%, YTD 12.94%, 1-year 21.18%, 3-year 16.27%, 5-year 8.33%, 10-year 10.02%.

HSMSX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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