HTSCX Mutual Fund

HTSCX Mutual Fund

NAV$11.94
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Returns Overview

1 Month
+4.61%
3 Months
-3.20%
6 Months
+5.27%
YTD
+17.43%
1 Year
+24.45%
3 Years (annualized)
+17.50%
5 Years (annualized)
+6.88%
10 Years (annualized)
+9.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HTSCX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+17.43%
Peer Avg (YTD)
+18.46%
vs Peers
-1.03%

HTSCX Mutual Fund Performance

HTSCX performance across multiple time periods: 1-month 4.61%, YTD 17.43%, 1-year 24.45%, 3-year 17.50%, 5-year 6.88%, 10-year 9.16%.

HTSCX returns trail the peer average of 18.46% YTD. With an expense ratio of 2.06%, investors should weigh costs against performance when evaluating this mutual fund.

HTSCX vs another fund shows side-by-side returns. HTSCX alternatives are available in the Mutual Fund Screener.