HSHAX Mutual Fund

HSHAX Mutual Fund

NAV$10.71
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Returns Overview

1 Month
+3.58%
3 Months
-1.56%
6 Months
+5.52%
YTD
+8.07%
1 Year
+21.61%
3 Years (annualized)
-7.54%
5 Years (annualized)
-0.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSHAX 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
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📉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
MSCI China A Onshore Index(MSCICAOI)
This Mutual Fund (YTD)
+8.07%
Peer Avg (YTD)
+9.29%
vs Peers
-1.22%

HSHAX Mutual Fund Performance

HSHAX performance across multiple time periods: 1-month 3.58%, YTD 8.07%, 1-year 21.61%, 3-year -7.54%, 5-year -0.57%.

HSHAX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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