HASAX Mutual Fund

NAV$15.69

Returns Overview

1 Month
-3.03%
3 Months
+0.90%
6 Months
+2.08%
YTD
+5.80%
1 Year
+21.99%
3 Years (annualized)
+16.11%
5 Years (annualized)
+8.47%
10 Years (annualized)
+10.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HASAX 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
S&P Global BMI ex-US Index
This Mutual Fund (YTD)
+5.80%
Peer Avg (YTD)
+5.87%
vs Peers
-0.07%

HASAX Mutual Fund Performance

HASAX performance across multiple time periods: 1-month -3.03%, YTD 5.80%, 1-year 21.99%, 3-year 16.11%, 5-year 8.47%, 10-year 10.43%.

HASAX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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