HSLTX Mutual Fund

NAV$56.70

Returns Overview

1 Month
+4.49%
3 Months
+26.79%
6 Months
+24.67%
YTD
+22.81%
1 Year
+49.17%
3 Years (annualized)
+18.07%
5 Years (annualized)
+8.97%
10 Years (annualized)
+16.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSLTX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+22.81%
Peer Avg (YTD)
+18.52%
vs Peers
+4.29%

HSLTX Mutual Fund Performance

HSLTX performance across multiple time periods: 1-month 4.49%, YTD 22.81%, 1-year 49.17%, 3-year 18.07%, 5-year 8.97%, 10-year 16.86%.

HSLTX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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