HAHIX Mutual Fund

NAV$6.96

Returns Overview

1 Month
-0.85%
3 Months
-1.56%
6 Months
-2.66%
YTD
-2.52%
1 Year
+5.68%
3 Years (annualized)
+8.00%
5 Years (annualized)
+3.54%
10 Years (annualized)
+5.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HAHIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Corporate High Yield Bond Index
This Mutual Fund (YTD)
-2.52%
Peer Avg (YTD)
+3.23%
vs Peers
-5.75%

HAHIX Mutual Fund Performance

HAHIX performance across multiple time periods: 1-month -0.85%, YTD -2.52%, 1-year 5.68%, 3-year 8.00%, 5-year 3.54%, 10-year 5.37%.

HAHIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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