Hawaiian Tax Free Trust (HULAX)

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Hawaiian Tax Free Trust (HULAX) is up 1.3% since the beginning of the year. HULAX is currently trading at $11 per share. Investors who bought $1,000 worth of HULAX shares 5 years ago would now be looking at an investment worth $1,011.

Hawaiian Tax Free Trust (HULAX) has returned 1.27% so far this year and 5.78% over the past 12 months. Over the last ten years, HULAX has returned 0.97% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Feb 20, 1985, HULAX's average daily return is +0.01%, while the average monthly return is +0.26%. At this rate, an investment would double in approximately 22.2 years.

Historically, 62% of months were positive and 38% were negative. The best month was Nov 2023 with a return of +5.0%, while the worst month was Apr 1987 at -4.7%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, HULAX closed higher 34% of trading days. The best single day was Jun 3, 1985 with a return of +3.9%, while the worst single day was May 31, 1985 at -3.6%.

Hawaiian Tax Free Trust has an annualized alpha of 3.08%, beta of 0.01, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since February 20, 1985.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (11.40%) than losses (2.79%) - typical of diversified or defensive assets.
• Beta of 0.01 may look defensive, but with R2 of 0.00 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R2 of 0.00 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

HULAX has an expense ratio of 0.86%, placing it in the medium range.

HULAX ranks 69 for risk / return — better than 69% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

Hawaiian Tax Free Trust provided a 2.73% dividend yield over the last twelve months, with an annual payout of $0.29 per share.

The table displays the monthly dividend distributions for Hawaiian Tax Free Trust. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Hawaiian Tax Free Trust. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Hawaiian Tax Free Trust was 12.97%, occurring on Oct 16, 1987. Recovery took 1069 trading sessions.

The current Hawaiian Tax Free Trust drawdown is 0.30%.

The chart below shows the rolling one-month volatility.