FTHCX Mutual Fund

NAV$90.24

Returns Overview

1 Month
+6.59%
3 Months
+14.75%
6 Months
+48.64%
YTD
+27.88%
1 Year
+37.40%
3 Years (annualized)
+39.77%
5 Years (annualized)
+28.13%
10 Years (annualized)
+26.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTHCX 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
MSCI US IMI/Information Technology 25/50
This Mutual Fund (YTD)
+27.88%
Peer Avg (YTD)
+23.53%
vs Peers
+4.35%

FTHCX Mutual Fund Performance

FTHCX performance across multiple time periods: 1-month 6.59%, YTD 27.88%, 1-year 37.40%, 3-year 39.77%, 5-year 28.13%, 10-year 26.18%.

FTHCX returns outperform the peer average of 23.53% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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