EXHAX Mutual Fund

EXHAX Mutual Fund

NAV$27.42
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Returns Overview

1 Month
+0.53%
3 Months
+10.55%
6 Months
+3.11%
YTD
+2.71%
1 Year
+9.23%
3 Years (annualized)
+10.70%
5 Years (annualized)
+4.83%
10 Years (annualized)
+9.52%

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)
+2.71%
Peer Avg (YTD)
+6.73%
vs Peers
-4.02%

EXHAX Mutual Fund Performance

EXHAX performance across multiple time periods: 1-month 0.53%, YTD 2.71%, 1-year 9.23%, 3-year 10.70%, 5-year 4.83%, 10-year 9.52%.

EXHAX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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