HTDCX Mutual Fund

HTDCX Mutual Fund

NAV$15.21
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Returns Overview

1 Month
-1.06%
3 Months
+0.47%
6 Months
+10.32%
YTD
+7.62%
1 Year
+8.09%
3 Years (annualized)
+14.15%
5 Years (annualized)
+5.95%
10 Years (annualized)
+6.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HTDCX 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)
+7.62%
Peer Avg (YTD)
+4.96%
vs Peers
+2.66%

HTDCX Mutual Fund Performance

HTDCX performance across multiple time periods: 1-month -1.06%, YTD 7.62%, 1-year 8.09%, 3-year 14.15%, 5-year 5.95%, 10-year 6.53%.

HTDCX returns outperform the peer average of 4.96% YTD. With an expense ratio of 2.62%, investors should weigh costs against performance when evaluating this mutual fund.

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