HSTAX Mutual Fund

HSTAX Mutual Fund

NAV$86.09
See how much of HSTAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.81%
3 Months
-0.52%
6 Months
+8.62%
YTD
+2.97%
1 Year
+6.07%
3 Years (annualized)
+13.87%
5 Years (annualized)
+8.83%
10 Years (annualized)
+12.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSTAX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+2.97%
Peer Avg (YTD)
+9.98%
vs Peers
-7.02%

HSTAX Mutual Fund Performance

HSTAX performance across multiple time periods: 1-month -2.81%, YTD 2.97%, 1-year 6.07%, 3-year 13.87%, 5-year 8.83%, 10-year 12.11%.

HSTAX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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