HTDRX Mutual Fund

HTDRX Mutual Fund

NAV$16.10
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Returns Overview

1 Month
-1.00%
3 Months
+0.64%
6 Months
+10.69%
YTD
+8.05%
1 Year
+8.72%
3 Years (annualized)
+14.84%
5 Years (annualized)
+6.58%
10 Years (annualized)
+7.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HTDRX 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)
+8.05%
Peer Avg (YTD)
+4.96%
vs Peers
+3.08%

HTDRX Mutual Fund Performance

HTDRX performance across multiple time periods: 1-month -1.00%, YTD 8.05%, 1-year 8.72%, 3-year 14.84%, 5-year 6.58%, 10-year 7.18%.

HTDRX returns outperform the peer average of 4.96% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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