GHTRX Mutual Fund

NAV$19.41

Returns Overview

1 Month
+0.37%
3 Months
+9.71%
6 Months
+13.58%
YTD
+12.51%
1 Year
+27.65%
3 Years (annualized)
+21.70%
5 Years (annualized)
+12.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GHTRX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+12.51%
Peer Avg (YTD)
+9.13%
vs Peers
+3.38%

GHTRX Mutual Fund Performance

GHTRX performance across multiple time periods: 1-month 0.37%, YTD 12.51%, 1-year 27.65%, 3-year 21.70%, 5-year 12.24%.

GHTRX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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