HJSIX Mutual Fund

NAV$21.75

Returns Overview

1 Month
-1.66%
3 Months
+9.84%
6 Months
+14.20%
YTD
+14.44%
1 Year
+41.76%
3 Years (annualized)
+25.05%
5 Years (annualized)
+11.42%
10 Years (annualized)
+12.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HJSIX 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/Nomura Small Cap Index(^RNSCI)
This Mutual Fund (YTD)
+14.44%
Peer Avg (YTD)
+21.82%
vs Peers
-7.38%

HJSIX Mutual Fund Performance

HJSIX performance across multiple time periods: 1-month -1.66%, YTD 14.44%, 1-year 41.76%, 3-year 25.05%, 5-year 11.42%, 10-year 12.29%.

HJSIX returns trail the peer average of 21.82% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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