HAFCX Mutual Fund

HAFCX Mutual Fund

NAV$20.78
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Returns Overview

1 Month
+0.11%
3 Months
+1.57%
6 Months
+2.73%
YTD
+4.25%
1 Year
+10.68%
3 Years (annualized)
+8.53%
5 Years (annualized)
+3.65%
10 Years (annualized)
+4.93%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.25%
Peer Avg (YTD)
+5.54%
vs Peers
-1.29%

HAFCX Mutual Fund Performance

HAFCX performance across multiple time periods: 1-month 0.11%, YTD 4.25%, 1-year 10.68%, 3-year 8.53%, 5-year 3.65%, 10-year 4.93%.

HAFCX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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