HSAFX Mutual Fund

NAV$9.98

Returns Overview

1 Month
+2.15%
3 Months
+1.63%
6 Months
+1.32%
YTD
+0.71%
1 Year
-0.47%
3 Years (annualized)
+3.25%
5 Years (annualized)
+2.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSAFX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Benchmark Fixed Allocation Composite
This Mutual Fund (YTD)
+0.71%
Peer Avg (YTD)
+5.93%
vs Peers
-5.23%

HSAFX Mutual Fund Performance

HSAFX performance across multiple time periods: 1-month 2.15%, YTD 0.71%, 1-year -0.47%, 3-year 3.25%, 5-year 2.31%.

HSAFX returns trail the peer average of 5.93% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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