HAHRX Mutual Fund

NAV$7.06

Returns Overview

1 Month
-0.24%
3 Months
+2.23%
6 Months
+1.18%
YTD
+1.18%
1 Year
+5.07%
3 Years (annualized)
+7.70%
5 Years (annualized)
+3.28%
10 Years (annualized)
+4.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HAHRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Corporate High Yield Bond Index
This Mutual Fund (YTD)
+1.18%
Peer Avg (YTD)
+3.23%
vs Peers
-2.04%

HAHRX Mutual Fund Performance

HAHRX performance across multiple time periods: 1-month -0.24%, YTD 1.18%, 1-year 5.07%, 3-year 7.70%, 5-year 3.28%, 10-year 4.97%.

HAHRX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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