HIAHX Mutual Fund

NAV$19.26
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Returns Overview

1 Month
+7.71%
3 Months
+11.08%
6 Months
+5.60%
YTD
+5.31%
1 Year
+35.63%
3 Years (annualized)
+9.58%
5 Years (annualized)
+8.35%
10 Years (annualized)
+13.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIAHX 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 Composite 1500 Health Care(^SP1500-35:SP)
This Mutual Fund (YTD)
+5.31%
Peer Avg (YTD)
+7.57%
vs Peers
-2.27%

HIAHX Mutual Fund Performance

HIAHX performance across multiple time periods: 1-month 7.71%, YTD 5.31%, 1-year 35.63%, 3-year 9.58%, 5-year 8.35%, 10-year 13.46%.

HIAHX returns trail the peer average of 7.57% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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