HSTAX Mutual Fund

HSTAX Mutual Fund

NAV$89.92
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Returns Overview

1 Month
+5.85%
3 Months
+4.02%
6 Months
+8.78%
YTD
+8.99%
1 Year
+11.69%
3 Years (annualized)
+12.19%
5 Years (annualized)
+6.55%
10 Years (annualized)
+11.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSTAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.99%
Peer Avg (YTD)
+10.80%
vs Peers
-1.81%

HSTAX Mutual Fund Performance

HSTAX performance across multiple time periods: 1-month 5.85%, YTD 8.99%, 1-year 11.69%, 3-year 12.19%, 5-year 6.55%, 10-year 11.61%.

HSTAX returns trail the peer average of 10.80% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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