HOTIX Mutual Fund

HOTIX Mutual Fund

NAV$9.73
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Returns Overview

1 Month
-0.92%
3 Months
-0.83%
6 Months
+0.92%
YTD
+1.70%
1 Year
+2.94%

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
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)
+1.70%
Peer Avg (YTD)
+0.50%
vs Peers
+1.20%

HOTIX Mutual Fund Performance

HOTIX performance across multiple time periods: 1-month -0.92%, YTD 1.70%, 1-year 2.94%.

HOTIX returns outperform the peer average of 0.50% 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.