HADUX Mutual Fund

HADUX Mutual Fund

NAV$84.88
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Returns Overview

1 Month
+1.04%
3 Months
+4.95%
6 Months
+8.45%
YTD
+10.89%
1 Year
+21.04%
3 Years (annualized)
+17.81%
5 Years (annualized)
+10.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HADUX 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
Cboe S&P 500 BuyWrite Index(BXMD)
This Mutual Fund (YTD)
+10.89%
Peer Avg (YTD)
+11.41%
vs Peers
-0.52%

HADUX Mutual Fund Performance

HADUX performance across multiple time periods: 1-month 1.04%, YTD 10.89%, 1-year 21.04%, 3-year 17.81%, 5-year 10.75%.

HADUX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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