HADAX Mutual Fund

HADAX Mutual Fund

NAV$28.37
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Returns Overview

1 Month
-1.07%
3 Months
+0.03%
6 Months
+3.15%
YTD
+3.58%
1 Year
+9.38%
3 Years (annualized)
+10.58%
5 Years (annualized)
+6.18%
10 Years (annualized)
+9.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HADAX 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)
+3.58%
Peer Avg (YTD)
+5.54%
vs Peers
-1.96%

HADAX Mutual Fund Performance

HADAX performance across multiple time periods: 1-month -1.07%, YTD 3.58%, 1-year 9.38%, 3-year 10.58%, 5-year 6.18%, 10-year 9.58%.

HADAX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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