HSMYX Mutual Fund

HSMYX Mutual Fund

NAV$15.01
See how much of HSMYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.89%
3 Months
-7.34%
6 Months
+11.98%
YTD
+13.27%
1 Year
+21.60%
3 Years (annualized)
+16.66%
5 Years (annualized)
+8.70%
10 Years (annualized)
+10.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSMYX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+13.27%
Peer Avg (YTD)
+10.34%
vs Peers
+2.92%

HSMYX Mutual Fund Performance

HSMYX performance across multiple time periods: 1-month -4.89%, YTD 13.27%, 1-year 21.60%, 3-year 16.66%, 5-year 8.70%, 10-year 10.41%.

HSMYX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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