HTDCX Mutual Fund

NAV$14.62

Returns Overview

1 Month
+0.07%
3 Months
+9.80%
6 Months
+7.35%
YTD
+7.12%
1 Year
+14.79%
3 Years (annualized)
+13.74%
5 Years (annualized)
+6.05%
10 Years (annualized)
+6.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HTDCX 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)
+7.12%
Peer Avg (YTD)
+5.87%
vs Peers
+1.25%

HTDCX Mutual Fund Performance

HTDCX performance across multiple time periods: 1-month 0.07%, YTD 7.12%, 1-year 14.79%, 3-year 13.74%, 5-year 6.05%, 10-year 6.18%.

HTDCX returns outperform the peer average of 5.87% YTD. With an expense ratio of 2.62%, investors should weigh costs against performance when evaluating this mutual fund.

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