HOTIX Mutual Fund

HOTIX Mutual Fund

NAV$9.80
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Returns Overview

1 Month
+0.62%
3 Months
+0.12%
6 Months
+0.77%
YTD
+2.33%
1 Year
+3.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HOTIX 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)
+2.33%
Peer Avg (YTD)
+1.93%
vs Peers
+0.40%

HOTIX Mutual Fund Performance

HOTIX performance across multiple time periods: 1-month 0.62%, YTD 2.33%, 1-year 3.00%.

HOTIX returns outperform the peer average of 1.93% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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