HAIBX Mutual Fund

NAV$32.06

Returns Overview

1 Month
-1.31%
3 Months
+8.96%
6 Months
+4.91%
YTD
+4.60%
1 Year
+22.04%
3 Years (annualized)
+15.11%
5 Years (annualized)
+8.56%
10 Years (annualized)
+9.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HAIBX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.60%
Peer Avg (YTD)
+5.87%
vs Peers
-1.27%

HAIBX Mutual Fund Performance

HAIBX performance across multiple time periods: 1-month -1.31%, YTD 4.60%, 1-year 22.04%, 3-year 15.11%, 5-year 8.56%, 10-year 9.85%.

HAIBX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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