HADRX Mutual Fund

NAV$91.86

Returns Overview

1 Month
+0.46%
3 Months
+6.97%
6 Months
+5.20%
YTD
+5.01%
1 Year
+11.55%
3 Years (annualized)
+12.27%
5 Years (annualized)
+8.48%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays US Treasury 1-3 Year Bond Index(^BBUTR3Y)
This Mutual Fund (YTD)
+5.01%
Peer Avg (YTD)
+3.47%
vs Peers
+1.54%

HADRX Mutual Fund Performance

HADRX performance across multiple time periods: 1-month 0.46%, YTD 5.01%, 1-year 11.55%, 3-year 12.27%, 5-year 8.48%.

HADRX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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