HAOYX Mutual Fund

NAV$25.45

Returns Overview

1 Month
-1.17%
3 Months
+2.41%
6 Months
+4.99%
YTD
+8.21%
1 Year
+23.76%
3 Years (annualized)
+18.01%
5 Years (annualized)
+8.19%
10 Years (annualized)
+9.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HAOYX 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
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+8.21%
Peer Avg (YTD)
+9.13%
vs Peers
-0.93%

HAOYX Mutual Fund Performance

HAOYX performance across multiple time periods: 1-month -1.17%, YTD 8.21%, 1-year 23.76%, 3-year 18.01%, 5-year 8.19%, 10-year 9.70%.

HAOYX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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