HASIX Mutual Fund

HASIX Mutual Fund

NAV$16.15
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Returns Overview

1 Month
-3.70%
3 Months
-1.28%
6 Months
+1.19%
YTD
+7.89%
1 Year
+10.10%
3 Years (annualized)
+17.83%
5 Years (annualized)
+7.19%
10 Years (annualized)
+10.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HASIX 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)
+7.89%
Peer Avg (YTD)
+5.30%
vs Peers
+2.58%

HASIX Mutual Fund Performance

HASIX performance across multiple time periods: 1-month -3.70%, YTD 7.89%, 1-year 10.10%, 3-year 17.83%, 5-year 7.19%, 10-year 10.47%.

HASIX returns outperform the peer average of 5.30% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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