HIADX Mutual Fund

HIADX Mutual Fund

NAV$22.39
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Returns Overview

1 Month
-3.12%
3 Months
+2.39%
6 Months
+15.20%
YTD
+11.20%
1 Year
+19.57%
3 Years (annualized)
+23.29%
5 Years (annualized)
+14.44%
10 Years (annualized)
+14.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIADX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.20%
Peer Avg (YTD)
+10.00%
vs Peers
+1.20%

HIADX Mutual Fund Performance

HIADX performance across multiple time periods: 1-month -3.12%, YTD 11.20%, 1-year 19.57%, 3-year 23.29%, 5-year 14.44%, 10-year 14.91%.

HIADX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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