HTCIX Mutual Fund

HTCIX Mutual Fund

NAV$28.86
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Returns Overview

1 Month
+0.51%
3 Months
+20.45%
6 Months
+24.40%
YTD
+24.68%
1 Year
+34.15%
3 Years (annualized)
+21.44%
5 Years (annualized)
+10.88%
10 Years (annualized)
+15.55%

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
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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

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+24.68%
Peer Avg (YTD)
+11.56%
vs Peers
+13.13%

HTCIX Mutual Fund Performance

HTCIX performance across multiple time periods: 1-month 0.51%, YTD 24.68%, 1-year 34.15%, 3-year 21.44%, 5-year 10.88%, 10-year 15.55%.

HTCIX returns outperform the peer average of 11.56% 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.