HNACX Mutual Fund

HNACX Mutual Fund

NAV$128.62
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-4.22%
3 Months
+17.68%
6 Months
+4.82%
YTD
+5.04%
1 Year
+11.11%
3 Years (annualized)
+24.33%
5 Years (annualized)
+15.03%
10 Years (annualized)
+21.91%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.04%
Peer Avg (YTD)
+8.97%
vs Peers
-3.94%

HNACX Mutual Fund Performance

HNACX performance across multiple time periods: 1-month -4.22%, YTD 5.04%, 1-year 11.11%, 3-year 24.33%, 5-year 15.03%, 10-year 21.91%.

HNACX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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