HSUCX Mutual Fund

NAV$29.41

Returns Overview

1 Month
-2.63%
3 Months
-4.64%
6 Months
-4.29%
YTD
-2.24%
1 Year
-8.73%
3 Years
+14.60%
5 Years
+9.32%
10 Years
+9.78%

Risk Metrics (5-Year)

No risk data available for this ETF

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)
-2.24%
Peer Avg (YTD)
+0.87%
vs Peers
-3.10%

HSUCX Mutual Fund Performance

HSUCX performance across multiple time periods: 1-month -2.63%, YTD -2.24%, 1-year -8.73%, 3-year 14.60%, 5-year 9.32%, 10-year 9.78%.

HSUCX returns trail the peer average of 0.87% 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.