HTDAX Mutual Fund

NAV$15.86

Returns Overview

1 Month
+0.12%
3 Months
+10.01%
6 Months
+7.73%
YTD
+7.45%
1 Year
+15.59%
3 Years (annualized)
+14.61%
5 Years (annualized)
+9.37%
10 Years (annualized)
+8.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HTDAX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+7.45%
Peer Avg (YTD)
+5.87%
vs Peers
+1.58%

HTDAX Mutual Fund Performance

HTDAX performance across multiple time periods: 1-month 0.12%, YTD 7.45%, 1-year 15.59%, 3-year 14.61%, 5-year 9.37%, 10-year 8.24%.

HTDAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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