HOTAX Mutual Fund

HOTAX Mutual Fund

NAV$9.80
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Returns Overview

1 Month
+0.62%
3 Months
+0.08%
6 Months
+0.67%
YTD
+2.14%
1 Year
+2.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HOTAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+2.14%
Peer Avg (YTD)
+1.93%
vs Peers
+0.21%

HOTAX Mutual Fund Performance

HOTAX performance across multiple time periods: 1-month 0.62%, YTD 2.14%, 1-year 2.77%.

HOTAX returns outperform the peer average of 1.93% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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