HSUAX Mutual Fund

HSUAX Mutual Fund

NAV$37.75
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Returns Overview

1 Month
-3.15%
3 Months
-2.07%
6 Months
+3.92%
YTD
-7.44%
1 Year
-11.40%
3 Years (annualized)
+10.87%
5 Years (annualized)
+1.69%
10 Years (annualized)
+39.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSUAX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-7.44%
Peer Avg (YTD)
+8.68%
vs Peers
-16.12%

HSUAX Mutual Fund Performance

HSUAX performance across multiple time periods: 1-month -3.15%, YTD -7.44%, 1-year -11.40%, 3-year 10.87%, 5-year 1.69%, 10-year 39.42%.

HSUAX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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