HIADX Mutual Fund

HIADX Mutual Fund

NAV$22.46
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Returns Overview

1 Month
+3.76%
3 Months
+7.59%
6 Months
+11.09%
YTD
+12.68%
1 Year
+27.43%
3 Years (annualized)
+15.98%
5 Years (annualized)
+11.43%
10 Years (annualized)
+13.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIADX 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 500 Index(SPX)
This Mutual Fund (YTD)
+12.68%
Peer Avg (YTD)
+11.41%
vs Peers
+1.27%

HIADX Mutual Fund Performance

HIADX performance across multiple time periods: 1-month 3.76%, YTD 12.68%, 1-year 27.43%, 3-year 15.98%, 5-year 11.43%, 10-year 13.13%.

HIADX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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