HACSX Mutual Fund

HACSX Mutual Fund

NAV$14.79
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Returns Overview

1 Month
-0.80%
3 Months
-6.89%
6 Months
+9.20%
YTD
+10.91%
1 Year
+16.41%
3 Years (annualized)
+17.63%
5 Years (annualized)
+7.45%
10 Years (annualized)
+9.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HACSX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+10.91%
Peer Avg (YTD)
+10.47%
vs Peers
+0.45%

HACSX Mutual Fund Performance

HACSX performance across multiple time periods: 1-month -0.80%, YTD 10.91%, 1-year 16.41%, 3-year 17.63%, 5-year 7.45%, 10-year 9.58%.

HACSX returns outperform the peer average of 10.47% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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