HSMTX Mutual Fund

HSMTX Mutual Fund

NAV$15.00
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Returns Overview

1 Month
-2.50%
3 Months
+5.77%
6 Months
+12.83%
YTD
+19.04%
1 Year
+21.69%
3 Years (annualized)
+16.62%
5 Years (annualized)
+8.66%
10 Years (annualized)
+10.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSMTX 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)
+19.04%
Peer Avg (YTD)
+15.20%
vs Peers
+3.84%

HSMTX Mutual Fund Performance

HSMTX performance across multiple time periods: 1-month -2.50%, YTD 19.04%, 1-year 21.69%, 3-year 16.62%, 5-year 8.66%, 10-year 10.37%.

HSMTX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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