HASCX Mutual Fund

HASCX Mutual Fund

NAV$54.62
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Returns Overview

1 Month
-4.72%
3 Months
+2.67%
6 Months
+15.30%
YTD
+28.61%
1 Year
+38.65%
3 Years (annualized)
+14.59%
5 Years (annualized)
+9.52%
10 Years (annualized)
+11.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HASCX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+28.61%
Peer Avg (YTD)
+15.31%
vs Peers
+13.30%

HASCX Mutual Fund Performance

HASCX performance across multiple time periods: 1-month -4.72%, YTD 28.61%, 1-year 38.65%, 3-year 14.59%, 5-year 9.52%, 10-year 11.40%.

HASCX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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