HAIDX Mutual Fund

HAIDX Mutual Fund

NAV$16.13
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Returns Overview

1 Month
-2.94%
3 Months
+2.02%
6 Months
+10.21%
YTD
+10.14%
1 Year
+15.19%
3 Years (annualized)
+17.87%
5 Years (annualized)
+8.26%
10 Years (annualized)
+9.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HAIDX 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
MSCI All Country World Ex. US Index
This Mutual Fund (YTD)
+10.14%
Peer Avg (YTD)
+8.67%
vs Peers
+1.46%

HAIDX Mutual Fund Performance

HAIDX performance across multiple time periods: 1-month -2.94%, YTD 10.14%, 1-year 15.19%, 3-year 17.87%, 5-year 8.26%, 10-year 9.11%.

HAIDX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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