HAHVX Mutual Fund

HAHVX Mutual Fund

NAV$6.89
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Returns Overview

1 Month
-0.34%
3 Months
+0.38%
6 Months
+0.49%
YTD
+1.15%
1 Year
+4.95%
3 Years (annualized)
+7.53%
5 Years (annualized)
+3.57%
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
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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)
+1.15%
Peer Avg (YTD)
+0.12%
vs Peers
+1.03%

HAHVX Mutual Fund Performance

HAHVX performance across multiple time periods: 1-month -0.34%, YTD 1.15%, 1-year 4.95%, 3-year 7.53%, 5-year 3.57%, 10-year 5.14%.

HAHVX returns outperform the peer average of 0.12% 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.