HAISX Mutual Fund

HAISX Mutual Fund

NAV$18.42
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Returns Overview

1 Month
+3.63%
3 Months
+6.13%
6 Months
+10.91%
YTD
+15.02%
1 Year
+21.24%
3 Years (annualized)
+13.04%
5 Years (annualized)
+7.18%
10 Years (annualized)
+9.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HAISX 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
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📉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 Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+15.02%
Peer Avg (YTD)
+8.67%
vs Peers
+6.35%

HAISX Mutual Fund Performance

HAISX performance across multiple time periods: 1-month 3.63%, YTD 15.02%, 1-year 21.24%, 3-year 13.04%, 5-year 7.18%, 10-year 9.15%.

HAISX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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