HACAX Mutual Fund

HACAX Mutual Fund

NAV$126.28
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Returns Overview

1 Month
-0.35%
3 Months
+3.10%
6 Months
+6.71%
YTD
+4.63%
1 Year
+8.34%
3 Years (annualized)
+19.10%
5 Years (annualized)
+8.81%
10 Years (annualized)
+16.90%

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)
+4.63%
Peer Avg (YTD)
+6.23%
vs Peers
-1.60%

HACAX Mutual Fund Performance

HACAX performance across multiple time periods: 1-month -0.35%, YTD 4.63%, 1-year 8.34%, 3-year 19.10%, 5-year 8.81%, 10-year 16.90%.

HACAX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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