HUSEX Mutual Fund

NAV$34.20

Returns Overview

1 Month
+1.51%
3 Months
+6.58%
6 Months
+10.57%
YTD
+15.50%
1 Year
+30.13%
3 Years (annualized)
+14.71%
5 Years (annualized)
+8.49%
10 Years (annualized)
+10.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HUSEX 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
Bloomberg US 2000 Value Index(^BUS2000VII)
This Mutual Fund (YTD)
+15.50%
Peer Avg (YTD)
+18.52%
vs Peers
-3.02%

HUSEX Mutual Fund Performance

HUSEX performance across multiple time periods: 1-month 1.51%, YTD 15.50%, 1-year 30.13%, 3-year 14.71%, 5-year 8.49%, 10-year 10.80%.

HUSEX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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