HNACX Mutual Fund

HNACX Mutual Fund

NAV$132.38
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Returns Overview

1 Month
+1.81%
3 Months
+5.03%
6 Months
+23.60%
YTD
+10.32%
1 Year
+11.01%
3 Years (annualized)
+20.97%
5 Years (annualized)
+8.89%
10 Years (annualized)
+17.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNACX 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)
+10.32%
Peer Avg (YTD)
+8.68%
vs Peers
+1.64%

HNACX Mutual Fund Performance

HNACX performance across multiple time periods: 1-month 1.81%, YTD 10.32%, 1-year 11.01%, 3-year 20.97%, 5-year 8.89%, 10-year 17.43%.

HNACX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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