HAIDX Mutual Fund

HAIDX Mutual Fund

NAV$16.45
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Returns Overview

1 Month
+2.77%
3 Months
+4.69%
6 Months
+5.63%
YTD
+12.33%
1 Year
+24.46%
3 Years (annualized)
+15.27%
5 Years (annualized)
+8.12%
10 Years (annualized)
+8.89%

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)
+12.33%
Peer Avg (YTD)
+8.62%
vs Peers
+3.71%

HAIDX Mutual Fund Performance

HAIDX performance across multiple time periods: 1-month 2.77%, YTD 12.33%, 1-year 24.46%, 3-year 15.27%, 5-year 8.12%, 10-year 8.89%.

HAIDX returns outperform the peer average of 8.62% 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.