HTOXX Mutual Fund

HTOXX Mutual Fund

NAV$1.00
See how much of HTOXX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.20%
3 Months
+0.53%
6 Months
+1.10%
YTD
+1.55%
1 Year
+2.18%
3 Years (annualized)
+2.54%
5 Years (annualized)
+2.06%
10 Years (annualized)
+1.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HTOXX 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

This Mutual Fund (YTD)
+1.55%
Peer Avg (YTD)
+2.36%
vs Peers
-0.81%

HTOXX Mutual Fund Performance

HTOXX performance across multiple time periods: 1-month 0.20%, YTD 1.55%, 1-year 2.18%, 3-year 2.54%, 5-year 2.06%, 10-year 1.26%.

HTOXX returns trail the peer average of 2.36% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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