EXHAX Mutual Fund

EXHAX Mutual Fund

NAV$26.74
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Returns Overview

1 Month
+0.49%
3 Months
+0.26%
6 Months
+5.36%
YTD
+5.31%
1 Year
+8.35%
3 Years (annualized)
+14.78%
5 Years (annualized)
+4.78%
10 Years (annualized)
+10.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EXHAX 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
PROUpgrade to run
📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.31%
Peer Avg (YTD)
+6.22%
vs Peers
-0.91%

EXHAX Mutual Fund Performance

EXHAX performance across multiple time periods: 1-month 0.49%, YTD 5.31%, 1-year 8.35%, 3-year 14.78%, 5-year 4.78%, 10-year 10.26%.

EXHAX returns trail the peer average of 6.22% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

EXHAX vs another fund shows side-by-side returns. EXHAX alternatives are available in the Mutual Fund Screener.