HTDIX Mutual Fund

HTDIX Mutual Fund

NAV$16.49
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Returns Overview

1 Month
-1.30%
3 Months
+3.85%
6 Months
+5.09%
YTD
+6.21%
1 Year
+12.44%
3 Years (annualized)
+13.31%
5 Years (annualized)
+6.66%
10 Years (annualized)
+7.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HTDIX 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)
+6.21%
Peer Avg (YTD)
+5.54%
vs Peers
+0.67%

HTDIX Mutual Fund Performance

HTDIX performance across multiple time periods: 1-month -1.30%, YTD 6.21%, 1-year 12.44%, 3-year 13.31%, 5-year 6.66%, 10-year 7.14%.

HTDIX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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