HTSCX Mutual Fund

HTSCX Mutual Fund

NAV$11.93
See how much of HTSCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.16%
3 Months
+8.75%
6 Months
+16.55%
YTD
+21.31%
1 Year
+32.22%
3 Years (annualized)
+13.38%
5 Years (annualized)
+7.51%
10 Years (annualized)
+9.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HTSCX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+21.31%
Peer Avg (YTD)
+15.31%
vs Peers
+6.00%

HTSCX Mutual Fund Performance

HTSCX performance across multiple time periods: 1-month -0.16%, YTD 21.31%, 1-year 32.22%, 3-year 13.38%, 5-year 7.51%, 10-year 9.18%.

HTSCX returns outperform the peer average of 15.31% YTD. With an expense ratio of 2.06%, investors should weigh costs against performance when evaluating this mutual fund.

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