HTDAX Mutual Fund

HTDAX Mutual Fund

NAV$16.54
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Returns Overview

1 Month
-0.97%
3 Months
+0.68%
6 Months
+10.76%
YTD
+8.18%
1 Year
+8.90%
3 Years (annualized)
+15.01%
5 Years (annualized)
+6.74%
10 Years (annualized)
+7.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HTDAX 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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+8.18%
Peer Avg (YTD)
+4.96%
vs Peers
+3.21%

HTDAX Mutual Fund Performance

HTDAX performance across multiple time periods: 1-month -0.97%, YTD 8.18%, 1-year 8.90%, 3-year 15.01%, 5-year 6.74%, 10-year 7.34%.

HTDAX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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