HTCIX Mutual Fund

NAV$28.38

Returns Overview

1 Month
+4.16%
3 Months
+33.30%
6 Months
+23.33%
YTD
+24.05%
1 Year
+55.27%
3 Years (annualized)
+30.39%
5 Years (annualized)
+20.51%
10 Years (annualized)
+23.76%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+24.05%
Peer Avg (YTD)
+16.06%
vs Peers
+7.99%

HTCIX Mutual Fund Performance

HTCIX performance across multiple time periods: 1-month 4.16%, YTD 24.05%, 1-year 55.27%, 3-year 30.39%, 5-year 20.51%, 10-year 23.76%.

HTCIX returns outperform the peer average of 16.06% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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