HSLVX Mutual Fund

NAV$58.73

Returns Overview

1 Month
+4.50%
3 Months
+26.81%
6 Months
+24.75%
YTD
+22.87%
1 Year
+49.07%
3 Years (annualized)
+18.15%
5 Years (annualized)
+9.00%
10 Years (annualized)
+16.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSLVX 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)
+22.87%
Peer Avg (YTD)
+18.52%
vs Peers
+4.35%

HSLVX Mutual Fund Performance

HSLVX performance across multiple time periods: 1-month 4.50%, YTD 22.87%, 1-year 49.07%, 3-year 18.15%, 5-year 9.00%, 10-year 16.89%.

HSLVX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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