HSMSX Mutual Fund

HSMSX Mutual Fund

NAV$15.75
See how much of HSMSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.72%
3 Months
-3.00%
6 Months
+5.71%
YTD
+18.26%
1 Year
+25.61%
3 Years (annualized)
+18.51%
5 Years (annualized)
+8.42%
10 Years (annualized)
+10.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSMSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+18.26%
Peer Avg (YTD)
+14.00%
vs Peers
+4.26%

HSMSX Mutual Fund Performance

HSMSX performance across multiple time periods: 1-month 4.72%, YTD 18.26%, 1-year 25.61%, 3-year 18.51%, 5-year 8.42%, 10-year 10.40%.

HSMSX returns outperform the peer average of 14.00% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

HSMSX vs another fund shows side-by-side returns. HSMSX alternatives are available in the Mutual Fund Screener.