HTMIX Mutual Fund

NAV$10.90

Returns Overview

1 Month
-0.73%
3 Months
+7.64%
6 Months
+23.19%
YTD
+12.37%
1 Year
+34.55%
3 Years (annualized)
+0.25%
5 Years (annualized)
+4.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HTMIX 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
FTSE NAREIT Equity Index(^FTSENAREITEI)
This Mutual Fund (YTD)
+12.37%
Peer Avg (YTD)
+9.46%
vs Peers
+2.91%

HTMIX Mutual Fund Performance

HTMIX performance across multiple time periods: 1-month -0.73%, YTD 12.37%, 1-year 34.55%, 3-year 0.25%, 5-year 4.56%.

HTMIX returns outperform the peer average of 9.46% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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