HADUX Mutual Fund

NAV$85.38

Returns Overview

1 Month
+0.06%
3 Months
+11.34%
6 Months
+10.20%
YTD
+9.75%
1 Year
+21.96%
3 Years (annualized)
+18.70%
5 Years (annualized)
+10.73%

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
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
Cboe S&P 500 BuyWrite Index(BXMD)
This Mutual Fund (YTD)
+9.75%
Peer Avg (YTD)
+9.49%
vs Peers
+0.26%

HADUX Mutual Fund Performance

HADUX performance across multiple time periods: 1-month 0.06%, YTD 9.75%, 1-year 21.96%, 3-year 18.70%, 5-year 10.73%.

HADUX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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