HSUAX Mutual Fund

NAV$36.43

Returns Overview

1 Month
-2.58%
3 Months
-4.49%
6 Months
-3.97%
YTD
-2.21%
1 Year
-8.12%
3 Years
+15.40%
5 Years
+9.41%
10 Years
+9.51%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HSUAX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-2.21%
Peer Avg (YTD)
+0.87%
vs Peers
-3.08%

HSUAX Mutual Fund Performance

HSUAX performance across multiple time periods: 1-month -2.58%, YTD -2.21%, 1-year -8.12%, 3-year 15.40%, 5-year 9.41%, 10-year 9.51%.

HSUAX returns trail the peer average of 0.87% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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