HTFAX Mutual Fund

NAV$44.57

Returns Overview

3 Months
+2.17%
6 Months
-0.64%
YTD
-0.74%
1 Year
+2.16%
3 Years (annualized)
+1.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HTFAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.74%
Peer Avg (YTD)
+1.42%
vs Peers
-2.17%

HTFAX Mutual Fund Performance

HTFAX performance across multiple time periods: YTD -0.74%, 1-year 2.16%, 3-year 1.97%.

HTFAX returns trail the peer average of 1.42% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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