HAINX Mutual Fund

HAINX Mutual Fund

NAV$62.09
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Returns Overview

1 Month
-0.24%
3 Months
+6.57%
6 Months
+5.50%
YTD
+4.50%
1 Year
+12.91%
3 Years (annualized)
+14.72%
5 Years (annualized)
+7.14%
10 Years (annualized)
+7.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HAINX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+4.50%
Peer Avg (YTD)
+9.13%
vs Peers
-4.64%

HAINX Mutual Fund Performance

HAINX performance across multiple time periods: 1-month -0.24%, YTD 4.50%, 1-year 12.91%, 3-year 14.72%, 5-year 7.14%, 10-year 7.97%.

HAINX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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