EXHAX Mutual Fund

EXHAX Mutual Fund

NAV$27.18
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Returns Overview

1 Month
+2.27%
3 Months
+5.08%
6 Months
+3.17%
YTD
+5.04%
1 Year
+12.22%
3 Years (annualized)
+11.30%
5 Years (annualized)
+5.37%
10 Years (annualized)
+9.98%

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)
+5.04%
Peer Avg (YTD)
+6.57%
vs Peers
-1.53%

EXHAX Mutual Fund Performance

EXHAX performance across multiple time periods: 1-month 2.27%, YTD 5.04%, 1-year 12.22%, 3-year 11.30%, 5-year 5.37%, 10-year 9.98%.

EXHAX returns trail the peer average of 6.57% 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.