HAOSX Mutual Fund

HAOSX Mutual Fund

NAV$19.41
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Returns Overview

1 Month
+2.20%
3 Months
+2.89%
6 Months
+6.06%
YTD
+17.98%
1 Year
+28.90%
3 Years (annualized)
+24.33%
5 Years (annualized)
+11.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HAOSX 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 Index(MEAFE)
This Mutual Fund (YTD)
+17.98%
Peer Avg (YTD)
+10.17%
vs Peers
+7.81%

HAOSX Mutual Fund Performance

HAOSX performance across multiple time periods: 1-month 2.20%, YTD 17.98%, 1-year 28.90%, 3-year 24.33%, 5-year 11.41%.

HAOSX returns outperform the peer average of 10.17% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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