HSTIX Mutual Fund

HSTIX Mutual Fund

NAV$55.40
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Returns Overview

1 Month
-0.40%
3 Months
+2.18%
6 Months
+17.56%
YTD
+12.10%
1 Year
+15.15%
3 Years (annualized)
+20.47%
5 Years (annualized)
+12.26%
10 Years (annualized)
+14.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSTIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.10%
Peer Avg (YTD)
+9.98%
vs Peers
+2.11%

HSTIX Mutual Fund Performance

HSTIX performance across multiple time periods: 1-month -0.40%, YTD 12.10%, 1-year 15.15%, 3-year 20.47%, 5-year 12.26%, 10-year 14.77%.

HSTIX returns outperform the peer average of 9.98% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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