HAISX Mutual Fund

NAV$18.54

Returns Overview

1 Month
-1.81%
3 Months
+10.43%
6 Months
+11.49%
YTD
+10.99%
1 Year
+15.58%
3 Years (annualized)
+13.32%
5 Years (annualized)
+6.56%
10 Years (annualized)
+9.26%

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
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 EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+10.99%
Peer Avg (YTD)
+9.16%
vs Peers
+1.83%

HAISX Mutual Fund Performance

HAISX performance across multiple time periods: 1-month -1.81%, YTD 10.99%, 1-year 15.58%, 3-year 13.32%, 5-year 6.56%, 10-year 9.26%.

HAISX returns outperform the peer average of 9.16% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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