HASCX Mutual Fund

HASCX Mutual Fund

NAV$52.40
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Returns Overview

1 Month
-3.53%
3 Months
-9.07%
6 Months
+10.10%
YTD
+20.45%
1 Year
+25.54%
3 Years (annualized)
+15.76%
5 Years (annualized)
+9.13%
10 Years (annualized)
+11.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HASCX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+20.45%
Peer Avg (YTD)
+10.34%
vs Peers
+10.11%

HASCX Mutual Fund Performance

HASCX performance across multiple time periods: 1-month -3.53%, YTD 20.45%, 1-year 25.54%, 3-year 15.76%, 5-year 9.13%, 10-year 11.07%.

HASCX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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