HOOTX Mutual Fund

NAV$34.09

Returns Overview

1 Month
+5.17%
3 Months
+18.79%
6 Months
+20.06%
YTD
+19.40%
1 Year
+47.94%
3 Years (annualized)
+17.84%
5 Years (annualized)
+10.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HOOTX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+19.40%
Peer Avg (YTD)
+18.52%
vs Peers
+0.88%

HOOTX Mutual Fund Performance

HOOTX performance across multiple time periods: 1-month 5.17%, YTD 19.40%, 1-year 47.94%, 3-year 17.84%, 5-year 10.92%.

HOOTX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

HOOTX performance comparison shows side-by-side returns with another fund. HOOTX alternatives are available in the Mutual Fund Screener.