HAISX Mutual Fund

HAISX Mutual Fund

NAV$17.97
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Returns Overview

1 Month
-2.12%
3 Months
+3.86%
6 Months
+14.69%
YTD
+15.27%
1 Year
+20.18%
3 Years (annualized)
+15.24%
5 Years (annualized)
+7.24%
10 Years (annualized)
+9.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HAISX 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
MSCI EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+15.27%
Peer Avg (YTD)
+7.86%
vs Peers
+7.41%

HAISX Mutual Fund Performance

HAISX performance across multiple time periods: 1-month -2.12%, YTD 15.27%, 1-year 20.18%, 3-year 15.24%, 5-year 7.24%, 10-year 9.34%.

HAISX returns outperform the peer average of 7.86% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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