HSUCX Mutual Fund

NAV$29.63

Returns Overview

1 Month
-2.34%
3 Months
-2.44%
6 Months
-8.10%
YTD
-7.95%
1 Year
-8.73%
3 Years (annualized)
+11.05%
5 Years (annualized)
+5.77%
10 Years (annualized)
+8.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSUCX 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)
-7.95%
Peer Avg (YTD)
+8.97%
vs Peers
-16.92%

HSUCX Mutual Fund Performance

HSUCX performance across multiple time periods: 1-month -2.34%, YTD -7.95%, 1-year -8.73%, 3-year 11.05%, 5-year 5.77%, 10-year 8.41%.

HSUCX returns trail the peer average of 8.97% YTD. With an expense ratio of 2.15%, investors should weigh costs against performance when evaluating this mutual fund.

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