HAIBX Mutual Fund

HAIBX Mutual Fund

NAV$29.38
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Returns Overview

1 Month
+1.44%
3 Months
-1.03%
6 Months
+4.99%
YTD
+4.89%
1 Year
+9.57%
3 Years (annualized)
+14.92%
5 Years (annualized)
+7.85%
10 Years (annualized)
+9.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HAIBX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.89%
Peer Avg (YTD)
+6.28%
vs Peers
-1.39%

HAIBX Mutual Fund Performance

HAIBX performance across multiple time periods: 1-month 1.44%, YTD 4.89%, 1-year 9.57%, 3-year 14.92%, 5-year 7.85%, 10-year 9.61%.

HAIBX returns trail the peer average of 6.28% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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