HTDRX Mutual Fund

NAV$15.98

Returns Overview

1 Month
+0.13%
3 Months
+9.99%
6 Months
+7.66%
YTD
+7.37%
1 Year
+15.40%
3 Years (annualized)
+14.41%
5 Years (annualized)
+9.25%
10 Years (annualized)
+8.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HTDRX 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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+7.37%
Peer Avg (YTD)
+5.87%
vs Peers
+1.50%

HTDRX Mutual Fund Performance

HTDRX performance across multiple time periods: 1-month 0.13%, YTD 7.37%, 1-year 15.40%, 3-year 14.41%, 5-year 9.25%, 10-year 8.11%.

HTDRX returns outperform the peer average of 5.87% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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