HIADX Mutual Fund

NAV$26.56
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Returns Overview

1 Month
+0.04%
3 Months
+12.51%
6 Months
+9.31%
YTD
+8.60%
1 Year
+39.91%
3 Years (annualized)
+21.43%
5 Years (annualized)
+14.27%
10 Years (annualized)
+14.65%

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
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📉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

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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.60%
Peer Avg (YTD)
+9.49%
vs Peers
-0.89%

HIADX Mutual Fund Performance

HIADX performance across multiple time periods: 1-month 0.04%, YTD 8.60%, 1-year 39.91%, 3-year 21.43%, 5-year 14.27%, 10-year 14.65%.

HIADX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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