HNASX Mutual Fund

HNASX Mutual Fund

NAV$19.62
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Returns Overview

1 Month
-0.37%
3 Months
+1.98%
6 Months
+4.62%
YTD
+1.81%
1 Year
+7.60%
3 Years (annualized)
+19.08%
5 Years (annualized)
+9.16%
10 Years (annualized)
+16.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNASX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+1.81%
Peer Avg (YTD)
+6.23%
vs Peers
-4.42%

HNASX Mutual Fund Performance

HNASX performance across multiple time periods: 1-month -0.37%, YTD 1.81%, 1-year 7.60%, 3-year 19.08%, 5-year 9.16%, 10-year 16.71%.

HNASX returns trail the peer average of 6.23% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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