HAHVX Mutual Fund

HAHVX Mutual Fund

NAV$6.65
See how much of HAHVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.90%
3 Months
+0.35%
6 Months
+1.46%
YTD
+2.06%
1 Year
+4.59%
3 Years (annualized)
+7.80%
5 Years (annualized)
+3.66%
10 Years (annualized)
+5.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HAHVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Corporate High Yield Bond Index
This Mutual Fund (YTD)
+2.06%
Peer Avg (YTD)
+2.15%
vs Peers
-0.09%

HAHVX Mutual Fund Performance

HAHVX performance across multiple time periods: 1-month 0.90%, YTD 2.06%, 1-year 4.59%, 3-year 7.80%, 5-year 3.66%, 10-year 5.14%.

HAHVX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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