HADUX Mutual Fund

HADUX Mutual Fund

NAV$86.09
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Returns Overview

1 Month
-0.48%
3 Months
+2.14%
6 Months
+13.72%
YTD
+12.10%
1 Year
+15.79%
3 Years (annualized)
+19.32%
5 Years (annualized)
+10.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HADUX 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
Cboe S&P 500 BuyWrite Index(BXMD)
This Mutual Fund (YTD)
+12.10%
Peer Avg (YTD)
+10.00%
vs Peers
+2.10%

HADUX Mutual Fund Performance

HADUX performance across multiple time periods: 1-month -0.48%, YTD 12.10%, 1-year 15.79%, 3-year 19.32%, 5-year 10.78%.

HADUX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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