HOOTX Mutual Fund

HOOTX Mutual Fund

NAV$34.10
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Returns Overview

1 Month
-3.09%
3 Months
-3.39%
6 Months
+14.76%
YTD
+15.35%
1 Year
+21.46%
3 Years (annualized)
+13.52%
5 Years (annualized)
+6.23%
10 Years (annualized)
+9.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HOOTX 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 Index(^RUT)
This Mutual Fund (YTD)
+15.35%
Peer Avg (YTD)
+10.34%
vs Peers
+5.01%

HOOTX Mutual Fund Performance

HOOTX performance across multiple time periods: 1-month -3.09%, YTD 15.35%, 1-year 21.46%, 3-year 13.52%, 5-year 6.23%, 10-year 9.42%.

HOOTX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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