HOOTX Mutual Fund

HOOTX Mutual Fund

NAV$35.98
See how much of HOOTX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.19%
3 Months
+5.23%
6 Months
+11.54%
YTD
+16.79%
1 Year
+28.75%
3 Years (annualized)
+11.75%
5 Years (annualized)
+6.16%
10 Years (annualized)
+9.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HOOTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+16.79%
Peer Avg (YTD)
+15.31%
vs Peers
+1.48%

HOOTX Mutual Fund Performance

HOOTX performance across multiple time periods: 1-month -2.19%, YTD 16.79%, 1-year 28.75%, 3-year 11.75%, 5-year 6.16%, 10-year 9.42%.

HOOTX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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