HASCX Mutual Fund

NAV$56.38

Returns Overview

1 Month
+8.32%
3 Months
+21.09%
6 Months
+34.98%
YTD
+32.47%
1 Year
+46.81%
3 Years (annualized)
+19.92%
5 Years (annualized)
+10.60%
10 Years (annualized)
+12.40%

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
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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+32.47%
Peer Avg (YTD)
+18.52%
vs Peers
+13.94%

HASCX Mutual Fund Performance

HASCX performance across multiple time periods: 1-month 8.32%, YTD 32.47%, 1-year 46.81%, 3-year 19.92%, 5-year 10.60%, 10-year 12.40%.

HASCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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