HSUCX Mutual Fund

HSUCX Mutual Fund

NAV$30.36
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Returns Overview

1 Month
-3.23%
3 Months
-2.27%
6 Months
+3.53%
YTD
-7.92%
1 Year
-12.02%
3 Years (annualized)
+10.10%
5 Years (annualized)
+0.99%
10 Years (annualized)
+38.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSUCX 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)
-7.92%
Peer Avg (YTD)
+8.68%
vs Peers
-16.60%

HSUCX Mutual Fund Performance

HSUCX performance across multiple time periods: 1-month -3.23%, YTD -7.92%, 1-year -12.02%, 3-year 10.10%, 5-year 0.99%, 10-year 38.48%.

HSUCX returns trail the peer average of 8.68% YTD. With an expense ratio of 2.12%, investors should weigh costs against performance when evaluating this mutual fund.

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