HACAX Mutual Fund

HACAX Mutual Fund

NAV$128.24
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Returns Overview

1 Month
-4.22%
3 Months
+17.65%
6 Months
+4.78%
YTD
+5.00%
1 Year
+11.03%
3 Years (annualized)
+25.03%
5 Years (annualized)
+14.95%
10 Years (annualized)
+21.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HACAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.00%
Peer Avg (YTD)
+8.97%
vs Peers
-3.97%

HACAX Mutual Fund Performance

HACAX performance across multiple time periods: 1-month -4.22%, YTD 5.00%, 1-year 11.03%, 3-year 25.03%, 5-year 14.95%, 10-year 21.82%.

HACAX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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