HADAX Mutual Fund

HADAX Mutual Fund

NAV$28.37
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Returns Overview

1 Month
+1.45%
3 Months
-0.93%
6 Months
+5.14%
YTD
+5.07%
1 Year
+9.84%
3 Years (annualized)
+14.75%
5 Years (annualized)
+7.86%
10 Years (annualized)
+9.75%

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
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📉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)
+5.07%
Peer Avg (YTD)
+6.28%
vs Peers
-1.21%

HADAX Mutual Fund Performance

HADAX performance across multiple time periods: 1-month 1.45%, YTD 5.07%, 1-year 9.84%, 3-year 14.75%, 5-year 7.86%, 10-year 9.75%.

HADAX returns trail the peer average of 6.28% 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.