HSUTX Mutual Fund

HSUTX Mutual Fund

NAV$62.71
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Returns Overview

1 Month
-3.12%
3 Months
-2.00%
6 Months
+4.08%
YTD
-7.24%
1 Year
-11.16%
3 Years (annualized)
+11.16%
5 Years (annualized)
+1.97%
10 Years (annualized)
+39.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSUTX 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)
-7.24%
Peer Avg (YTD)
+8.68%
vs Peers
-15.92%

HSUTX Mutual Fund Performance

HSUTX performance across multiple time periods: 1-month -3.12%, YTD -7.24%, 1-year -11.16%, 3-year 11.16%, 5-year 1.97%, 10-year 39.79%.

HSUTX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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