HSMCX Mutual Fund

NAV$23.29

Returns Overview

1 Month
+6.52%
3 Months
+24.41%
6 Months
+17.68%
YTD
+16.75%
1 Year
+34.05%
3 Years (annualized)
+15.04%
5 Years (annualized)
+8.76%
10 Years (annualized)
+20.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSMCX 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)
+16.75%
Peer Avg (YTD)
+18.52%
vs Peers
-1.78%

HSMCX Mutual Fund Performance

HSMCX performance across multiple time periods: 1-month 6.52%, YTD 16.75%, 1-year 34.05%, 3-year 15.04%, 5-year 8.76%, 10-year 20.80%.

HSMCX returns trail the peer average of 18.52% YTD. With an expense ratio of 2.13%, investors should weigh costs against performance when evaluating this mutual fund.

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