HTFNX Mutual Fund

NAV$44.27

Returns Overview

3 Months
+2.21%
6 Months
-0.57%
YTD
-0.68%
1 Year
+2.30%
3 Years (annualized)
+2.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HTFNX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.68%
Peer Avg (YTD)
+1.42%
vs Peers
-2.11%

HTFNX Mutual Fund Performance

HTFNX performance across multiple time periods: YTD -0.68%, 1-year 2.30%, 3-year 2.12%.

HTFNX returns trail the peer average of 1.42% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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