HTECX Mutual Fund

HTECX Mutual Fund

NAV$28.69
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Returns Overview

1 Month
-0.99%
3 Months
+5.42%
6 Months
+40.43%
YTD
+30.62%
1 Year
+27.72%
3 Years (annualized)
+24.55%
5 Years (annualized)
+11.54%
10 Years (annualized)
+14.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HTECX 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 Index(SPX)
This Mutual Fund (YTD)
+30.62%
Peer Avg (YTD)
+16.41%
vs Peers
+14.21%

HTECX Mutual Fund Performance

HTECX performance across multiple time periods: 1-month -0.99%, YTD 30.62%, 1-year 27.72%, 3-year 24.55%, 5-year 11.54%, 10-year 14.97%.

HTECX returns outperform the peer average of 16.41% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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