HTDAX Mutual Fund

HTDAX Mutual Fund

NAV$16.70
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Returns Overview

1 Month
-1.30%
3 Months
+3.77%
6 Months
+4.93%
YTD
+6.05%
1 Year
+12.24%
3 Years (annualized)
+13.02%
5 Years (annualized)
+6.42%
10 Years (annualized)
+6.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HTDAX 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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+6.05%
Peer Avg (YTD)
+5.54%
vs Peers
+0.51%

HTDAX Mutual Fund Performance

HTDAX performance across multiple time periods: 1-month -1.30%, YTD 6.05%, 1-year 12.24%, 3-year 13.02%, 5-year 6.42%, 10-year 6.88%.

HTDAX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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