HISFX Mutual Fund

NAV$17.60

Returns Overview

1 Month
+7.93%
3 Months
+14.12%
6 Months
+16.14%
YTD
+16.29%
1 Year
+48.38%
3 Years (annualized)
+28.44%
5 Years (annualized)
+10.43%
10 Years (annualized)
+11.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HISFX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Financial Services(^R2RGSFS)
This Mutual Fund (YTD)
+16.29%
Peer Avg (YTD)
+8.61%
vs Peers
+7.69%

HISFX Mutual Fund Performance

HISFX performance across multiple time periods: 1-month 7.93%, YTD 16.29%, 1-year 48.38%, 3-year 28.44%, 5-year 10.43%, 10-year 11.99%.

HISFX returns outperform the peer average of 8.61% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

HISFX performance comparison shows side-by-side returns with another fund. HISFX alternatives are available in the Mutual Fund Screener.