HTFAX Mutual Fund

HTFAX Mutual Fund

NAV$44.18
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Returns Overview

1 Month
-1.40%
3 Months
-0.03%
6 Months
-2.20%
YTD
-2.14%
1 Year
+0.51%
3 Years (annualized)
+1.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HTFAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.14%
Peer Avg (YTD)
+0.72%
vs Peers
-2.86%

HTFAX Mutual Fund Performance

HTFAX performance across multiple time periods: 1-month -1.40%, YTD -2.14%, 1-year 0.51%, 3-year 1.16%.

HTFAX returns trail the peer average of 0.72% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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