EXHAX Mutual Fund

EXHAX Mutual Fund

NAV$27.30
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Returns Overview

1 Month
-2.43%
3 Months
+2.04%
6 Months
+12.80%
YTD
+4.80%
1 Year
+9.71%
3 Years (annualized)
+13.12%
5 Years (annualized)
+5.45%
10 Years (annualized)
+10.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EXHAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.80%
Peer Avg (YTD)
+6.10%
vs Peers
-1.30%

EXHAX Mutual Fund Performance

EXHAX performance across multiple time periods: 1-month -2.43%, YTD 4.80%, 1-year 9.71%, 3-year 13.12%, 5-year 5.45%, 10-year 10.27%.

EXHAX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

EXHAX vs another fund shows side-by-side returns. EXHAX alternatives are available in the Mutual Fund Screener.