HUSIX Mutual Fund

HUSIX Mutual Fund

NAV$30.98
See how much of HUSIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.96%
3 Months
-11.98%
6 Months
+2.92%
YTD
+3.80%
1 Year
+8.83%
3 Years (annualized)
+10.69%
5 Years (annualized)
+7.12%
10 Years (annualized)
+8.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HUSIX 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
Bloomberg US 2000 Value Index(^BUS2000VII)
This Mutual Fund (YTD)
+3.80%
Peer Avg (YTD)
+10.34%
vs Peers
-6.54%

HUSIX Mutual Fund Performance

HUSIX performance across multiple time periods: 1-month -6.96%, YTD 3.80%, 1-year 8.83%, 3-year 10.69%, 5-year 7.12%, 10-year 8.95%.

HUSIX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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