HASCX Mutual Fund

HASCX Mutual Fund

NAV$51.38
See how much of HASCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.58%
3 Months
-6.08%
6 Months
-3.57%
YTD
+18.54%
1 Year
+23.84%
3 Years (annualized)
+17.77%
5 Years (annualized)
+7.69%
10 Years (annualized)
+10.73%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+18.54%
Peer Avg (YTD)
+12.21%
vs Peers
+6.33%

HASCX Mutual Fund Performance

HASCX performance across multiple time periods: 1-month -1.58%, YTD 18.54%, 1-year 23.84%, 3-year 17.77%, 5-year 7.69%, 10-year 10.73%.

HASCX returns outperform the peer average of 12.21% 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.