HSVIX Mutual Fund

HSVIX Mutual Fund

NAV$21.13
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Returns Overview

1 Month
-3.33%
3 Months
-9.16%
6 Months
+9.15%
YTD
+10.38%
1 Year
+10.57%
3 Years (annualized)
+7.30%
5 Years (annualized)
+6.99%
10 Years (annualized)
+9.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSVIX 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
Russell 2000 Value Index Return
This Mutual Fund (YTD)
+10.38%
Peer Avg (YTD)
+10.34%
vs Peers
+0.04%

HSVIX Mutual Fund Performance

HSVIX performance across multiple time periods: 1-month -3.33%, YTD 10.38%, 1-year 10.57%, 3-year 7.30%, 5-year 6.99%, 10-year 9.32%.

HSVIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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