HTDIX Mutual Fund

NAV$15.83

Returns Overview

1 Month
+0.12%
3 Months
+10.11%
6 Months
+7.83%
YTD
+7.61%
1 Year
+15.89%
3 Years (annualized)
+14.94%
5 Years (annualized)
+7.09%
10 Years (annualized)
+7.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HTDIX 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)
+7.61%
Peer Avg (YTD)
+5.87%
vs Peers
+1.74%

HTDIX Mutual Fund Performance

HTDIX performance across multiple time periods: 1-month 0.12%, YTD 7.61%, 1-year 15.89%, 3-year 14.94%, 5-year 7.09%, 10-year 7.25%.

HTDIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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