HASIX Mutual Fund

NAV$15.84

Returns Overview

1 Month
-3.06%
3 Months
+0.89%
6 Months
+2.19%
YTD
+5.88%
1 Year
+22.26%
3 Years (annualized)
+16.39%
5 Years (annualized)
+8.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HASIX 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)
+5.88%
Peer Avg (YTD)
+5.87%
vs Peers
+0.02%

HASIX Mutual Fund Performance

HASIX performance across multiple time periods: 1-month -3.06%, YTD 5.88%, 1-year 22.26%, 3-year 16.39%, 5-year 8.76%.

HASIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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