HAIBX Mutual Fund

HAIBX Mutual Fund

NAV$29.14
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Returns Overview

1 Month
-1.14%
3 Months
-0.06%
6 Months
+3.00%
YTD
+3.41%
1 Year
+9.06%
3 Years (annualized)
+10.30%
5 Years (annualized)
+5.91%
10 Years (annualized)
+8.44%

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)
+3.41%
Peer Avg (YTD)
+5.54%
vs Peers
-2.13%

HAIBX Mutual Fund Performance

HAIBX performance across multiple time periods: 1-month -1.14%, YTD 3.41%, 1-year 9.06%, 3-year 10.30%, 5-year 5.91%, 10-year 8.44%.

HAIBX returns trail the peer average of 5.54% 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.