HTECX Mutual Fund

HTECX Mutual Fund

NAV$27.36
See how much of HTECX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.46%
3 Months
+6.48%
6 Months
+28.17%
YTD
+32.53%
1 Year
+28.05%
3 Years (annualized)
+28.43%
5 Years (annualized)
+12.26%
10 Years (annualized)
+15.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HTECX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+32.53%
Peer Avg (YTD)
+11.26%
vs Peers
+21.27%

HTECX Mutual Fund Performance

HTECX performance across multiple time periods: 1-month 1.46%, YTD 32.53%, 1-year 28.05%, 3-year 28.43%, 5-year 12.26%, 10-year 15.09%.

HTECX returns outperform the peer average of 11.26% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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