HACSX Mutual Fund

HACSX Mutual Fund

NAV$15.15
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Returns Overview

1 Month
-5.89%
3 Months
-0.56%
6 Months
+9.07%
YTD
+14.11%
1 Year
+24.15%
3 Years (annualized)
+16.52%
5 Years (annualized)
+7.67%
10 Years (annualized)
+9.67%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+14.11%
Peer Avg (YTD)
+13.29%
vs Peers
+0.82%

HACSX Mutual Fund Performance

HACSX performance across multiple time periods: 1-month -5.89%, YTD 14.11%, 1-year 24.15%, 3-year 16.52%, 5-year 7.67%, 10-year 9.67%.

HACSX returns outperform the peer average of 13.29% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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