HAIDX Mutual Fund

NAV$16.53

Returns Overview

1 Month
-0.81%
3 Months
+8.03%
6 Months
+9.30%
YTD
+7.96%
1 Year
+20.09%
3 Years (annualized)
+15.42%
5 Years (annualized)
+7.32%
10 Years (annualized)
+9.09%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World Ex. US Index
This Mutual Fund (YTD)
+7.96%
Peer Avg (YTD)
+9.57%
vs Peers
-1.61%

HAIDX Mutual Fund Performance

HAIDX performance across multiple time periods: 1-month -0.81%, YTD 7.96%, 1-year 20.09%, 3-year 15.42%, 5-year 7.32%, 10-year 9.09%.

HAIDX returns trail the peer average of 9.57% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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