HSSAX Mutual Fund

NAV$34.13

Returns Overview

1 Month
+0.89%
3 Months
+8.63%
6 Months
+4.79%
YTD
+7.26%
1 Year
+15.16%
3 Years (annualized)
+21.40%
5 Years (annualized)
-5.00%
10 Years (annualized)
+7.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSSAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.26%
Peer Avg (YTD)
+8.61%
vs Peers
-1.35%

HSSAX Mutual Fund Performance

HSSAX performance across multiple time periods: 1-month 0.89%, YTD 7.26%, 1-year 15.16%, 3-year 21.40%, 5-year -5.00%, 10-year 7.05%.

HSSAX returns trail the peer average of 8.61% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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