HTCIX Mutual Fund

HTCIX Mutual Fund

NAV$29.74
See how much of HTCIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.00%
3 Months
+10.97%
6 Months
+36.34%
YTD
+32.16%
1 Year
+38.00%
3 Years (annualized)
+33.48%
5 Years (annualized)
+21.72%
10 Years (annualized)
+23.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HTCIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+32.16%
Peer Avg (YTD)
+14.35%
vs Peers
+17.81%

HTCIX Mutual Fund Performance

HTCIX performance across multiple time periods: 1-month 6.00%, YTD 32.16%, 1-year 38.00%, 3-year 33.48%, 5-year 21.72%, 10-year 23.58%.

HTCIX returns outperform the peer average of 14.35% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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