HTCIX Mutual Fund

HTCIX Mutual Fund

NAV$29.74
See how much of HTCIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.99%
3 Months
+5.48%
6 Months
+40.61%
YTD
+30.86%
1 Year
+50.44%
3 Years (annualized)
+33.48%
5 Years (annualized)
+21.72%
10 Years (annualized)
+23.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HTCIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+30.86%
Peer Avg (YTD)
+16.41%
vs Peers
+14.45%

HTCIX Mutual Fund Performance

HTCIX performance across multiple time periods: 1-month -0.99%, YTD 30.86%, 1-year 50.44%, 3-year 33.48%, 5-year 21.72%, 10-year 23.58%.

HTCIX returns outperform the peer average of 16.41% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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