HACSX Mutual Fund

HACSX Mutual Fund

NAV$15.50
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Returns Overview

1 Month
+0.11%
3 Months
+17.27%
6 Months
+21.25%
YTD
+19.12%
1 Year
+36.28%
3 Years (annualized)
+19.85%
5 Years (annualized)
+8.90%
10 Years (annualized)
+10.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HACSX 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
PROUpgrade to run
🏦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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+19.12%
Peer Avg (YTD)
+18.00%
vs Peers
+1.12%

HACSX Mutual Fund Performance

HACSX performance across multiple time periods: 1-month 0.11%, YTD 19.12%, 1-year 36.28%, 3-year 19.85%, 5-year 8.90%, 10-year 10.81%.

HACSX returns outperform the peer average of 18.00% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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