HSMRX Mutual Fund

NAV$15.58

Returns Overview

1 Month
+8.49%
3 Months
+20.74%
6 Months
+22.62%
YTD
+21.86%
1 Year
+41.76%
3 Years (annualized)
+17.84%
5 Years (annualized)
+8.15%
10 Years (annualized)
+10.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSMRX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+21.86%
Peer Avg (YTD)
+18.52%
vs Peers
+3.34%

HSMRX Mutual Fund Performance

HSMRX performance across multiple time periods: 1-month 8.49%, YTD 21.86%, 1-year 41.76%, 3-year 17.84%, 5-year 8.15%, 10-year 10.79%.

HSMRX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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