HAHTX Mutual Fund

HAHTX Mutual Fund

NAV$6.97
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Returns Overview

1 Month
-0.20%
3 Months
+2.40%
6 Months
+1.46%
YTD
+1.46%
1 Year
+5.69%
3 Years (annualized)
+8.00%
5 Years (annualized)
+3.66%
10 Years (annualized)
+5.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HAHTX 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 Corporate High Yield Bond Index
This Mutual Fund (YTD)
+1.46%
Peer Avg (YTD)
+3.23%
vs Peers
-1.76%

HAHTX Mutual Fund Performance

HAHTX performance across multiple time periods: 1-month -0.20%, YTD 1.46%, 1-year 5.69%, 3-year 8.00%, 5-year 3.66%, 10-year 5.46%.

HAHTX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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