HACAX Mutual Fund

HACAX Mutual Fund

NAV$132.12
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Returns Overview

1 Month
+3.52%
3 Months
-1.20%
6 Months
+14.67%
YTD
+8.31%
1 Year
+12.39%
3 Years (annualized)
+20.87%
5 Years (annualized)
+8.80%
10 Years (annualized)
+17.34%

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)
+8.31%
Peer Avg (YTD)
+8.51%
vs Peers
-0.20%

HACAX Mutual Fund Performance

HACAX performance across multiple time periods: 1-month 3.52%, YTD 8.31%, 1-year 12.39%, 3-year 20.87%, 5-year 8.80%, 10-year 17.34%.

HACAX returns trail the peer average of 8.51% 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.