HASAX Mutual Fund

HASAX Mutual Fund

NAV$15.98
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Returns Overview

1 Month
-3.74%
3 Months
-1.36%
6 Months
+1.08%
YTD
+7.69%
1 Year
+9.82%
3 Years (annualized)
+17.56%
5 Years (annualized)
+6.91%
10 Years (annualized)
+10.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HASAX 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 Global BMI ex-US Index
This Mutual Fund (YTD)
+7.69%
Peer Avg (YTD)
+5.30%
vs Peers
+2.38%

HASAX Mutual Fund Performance

HASAX performance across multiple time periods: 1-month -3.74%, YTD 7.69%, 1-year 9.82%, 3-year 17.56%, 5-year 6.91%, 10-year 10.19%.

HASAX returns outperform the peer average of 5.30% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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