HSUTX Mutual Fund

NAV$59.23

Returns Overview

1 Month
-2.55%
3 Months
-4.41%
6 Months
-3.83%
YTD
-2.17%
1 Year
-7.85%
3 Years
+15.71%
5 Years
+8.28%
10 Years
+10.04%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HSUTX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-2.17%
Peer Avg (YTD)
+0.87%
vs Peers
-3.03%

HSUTX Mutual Fund Performance

HSUTX performance across multiple time periods: 1-month -2.55%, YTD -2.17%, 1-year -7.85%, 3-year 15.71%, 5-year 8.28%, 10-year 10.04%.

HSUTX returns trail the peer average of 0.87% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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