HNACX Mutual Fund

HNACX Mutual Fund

NAV$125.30
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Returns Overview

1 Month
-0.34%
3 Months
+3.12%
6 Months
+6.77%
YTD
+4.68%
1 Year
+8.43%
3 Years (annualized)
+19.19%
5 Years (annualized)
+8.90%
10 Years (annualized)
+16.99%

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)
+4.68%
Peer Avg (YTD)
+6.23%
vs Peers
-1.56%

HNACX Mutual Fund Performance

HNACX performance across multiple time periods: 1-month -0.34%, YTD 4.68%, 1-year 8.43%, 3-year 19.19%, 5-year 8.90%, 10-year 16.99%.

HNACX returns trail the peer average of 6.23% 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.