HSMVX Mutual Fund

HSMVX Mutual Fund

NAV$15.05
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Returns Overview

1 Month
-4.88%
3 Months
-7.32%
6 Months
+12.03%
YTD
+13.31%
1 Year
+15.95%
3 Years (annualized)
+15.61%
5 Years (annualized)
+8.12%
10 Years (annualized)
+10.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSMVX 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
PROUpgrade to run
🏦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)
+13.31%
Peer Avg (YTD)
+10.34%
vs Peers
+2.97%

HSMVX Mutual Fund Performance

HSMVX performance across multiple time periods: 1-month -4.88%, YTD 13.31%, 1-year 15.95%, 3-year 15.61%, 5-year 8.12%, 10-year 10.52%.

HSMVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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