HTECX Mutual Fund

NAV$27.83

Returns Overview

1 Month
+4.15%
3 Months
+33.22%
6 Months
+23.16%
YTD
+23.90%
1 Year
+55.67%
3 Years (annualized)
+30.28%
5 Years (annualized)
+20.33%
10 Years (annualized)
+20.97%

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

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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)
+23.90%
Peer Avg (YTD)
+16.06%
vs Peers
+7.84%

HTECX Mutual Fund Performance

HTECX performance across multiple time periods: 1-month 4.15%, YTD 23.90%, 1-year 55.67%, 3-year 30.28%, 5-year 20.33%, 10-year 20.97%.

HTECX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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