HOTAX Mutual Fund

HOTAX Mutual Fund

NAV$9.73
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Returns Overview

1 Month
-0.94%
3 Months
-0.89%
6 Months
+0.80%
YTD
+1.51%
1 Year
+2.69%

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
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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

This Mutual Fund (YTD)
+1.51%
Peer Avg (YTD)
+0.50%
vs Peers
+1.01%

HOTAX Mutual Fund Performance

HOTAX performance across multiple time periods: 1-month -0.94%, YTD 1.51%, 1-year 2.69%.

HOTAX returns outperform the peer average of 0.50% 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.