HIAOX Mutual Fund

HIAOX Mutual Fund

NAV$22.79
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

3 Months
+12.04%
6 Months
+10.84%
YTD
+9.46%
1 Year
+22.85%
3 Years (annualized)
+17.68%
5 Years (annualized)
+8.01%
10 Years (annualized)
+9.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIAOX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+9.46%
Peer Avg (YTD)
+9.13%
vs Peers
+0.33%

HIAOX Mutual Fund Performance

HIAOX performance across multiple time periods: YTD 9.46%, 1-year 22.85%, 3-year 17.68%, 5-year 8.01%, 10-year 9.66%.

HIAOX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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