HAITX Mutual Fund

HAITX Mutual Fund

NAV$61.06
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Returns Overview

1 Month
+0.27%
3 Months
+3.02%
6 Months
+6.26%
YTD
+7.59%
1 Year
+14.90%
3 Years (annualized)
+17.77%
5 Years (annualized)
+10.72%
10 Years (annualized)
+13.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HAITX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.59%
Peer Avg (YTD)
+9.41%
vs Peers
-1.82%

HAITX Mutual Fund Performance

HAITX performance across multiple time periods: 1-month 0.27%, YTD 7.59%, 1-year 14.90%, 3-year 17.77%, 5-year 10.72%, 10-year 13.93%.

HAITX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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