HADRX Mutual Fund

HADRX Mutual Fund

NAV$91.38
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Returns Overview

1 Month
-0.26%
3 Months
+1.37%
6 Months
+3.80%
YTD
+6.77%
1 Year
+7.76%
3 Years (annualized)
+13.25%
5 Years (annualized)
+7.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HADRX 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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+6.77%
Peer Avg (YTD)
+3.99%
vs Peers
+2.79%

HADRX Mutual Fund Performance

HADRX performance across multiple time periods: 1-month -0.26%, YTD 6.77%, 1-year 7.76%, 3-year 13.25%, 5-year 7.82%.

HADRX returns outperform the peer average of 3.99% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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