HACSX Mutual Fund

HACSX Mutual Fund

NAV$14.00
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Returns Overview

1 Month
-4.61%
3 Months
-5.63%
6 Months
-6.16%
YTD
+7.69%
1 Year
+6.65%
3 Years (annualized)
+17.99%
5 Years (annualized)
+6.03%
10 Years (annualized)
+9.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HACSX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.69%
Peer Avg (YTD)
+6.65%
vs Peers
+1.04%

HACSX Mutual Fund Performance

HACSX performance across multiple time periods: 1-month -4.61%, YTD 7.69%, 1-year 6.65%, 3-year 17.99%, 5-year 6.03%, 10-year 9.03%.

HACSX returns outperform the peer average of 6.65% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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