HTMNX Mutual Fund

HTMNX Mutual Fund

NAV$10.85
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Returns Overview

1 Month
-0.74%
3 Months
+7.42%
6 Months
+22.91%
YTD
+12.02%
1 Year
+34.21%
3 Years (annualized)
+0.29%
5 Years (annualized)
+4.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HTMNX 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
FTSE NAREIT Equity Index(^FTSENAREITEI)
This Mutual Fund (YTD)
+12.02%
Peer Avg (YTD)
+9.46%
vs Peers
+2.56%

HTMNX Mutual Fund Performance

HTMNX performance across multiple time periods: 1-month -0.74%, YTD 12.02%, 1-year 34.21%, 3-year 0.29%, 5-year 4.48%.

HTMNX returns outperform the peer average of 9.46% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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