HAFCX Mutual Fund

NAV$20.79

Returns Overview

1 Month
-0.24%
3 Months
+5.26%
6 Months
+4.34%
YTD
+4.14%
1 Year
+10.71%
3 Years (annualized)
+8.87%
5 Years (annualized)
+3.74%
10 Years (annualized)
+5.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HAFCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.14%
Peer Avg (YTD)
+5.87%
vs Peers
-1.73%

HAFCX Mutual Fund Performance

HAFCX performance across multiple time periods: 1-month -0.24%, YTD 4.14%, 1-year 10.71%, 3-year 8.87%, 5-year 3.74%, 10-year 5.18%.

HAFCX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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