HNACX Mutual Fund

HNACX Mutual Fund

NAV$129.11
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Returns Overview

1 Month
+3.52%
3 Months
-1.18%
6 Months
+14.71%
YTD
+8.36%
1 Year
+12.49%
3 Years (annualized)
+20.97%
5 Years (annualized)
+8.89%
10 Years (annualized)
+17.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNACX 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)
+8.36%
Peer Avg (YTD)
+8.51%
vs Peers
-0.15%

HNACX Mutual Fund Performance

HNACX performance across multiple time periods: 1-month 3.52%, YTD 8.36%, 1-year 12.49%, 3-year 20.97%, 5-year 8.89%, 10-year 17.43%.

HNACX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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