HTSXX Mutual Fund

HTSXX Mutual Fund

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Returns Overview

1 Month
+0.29%
3 Months
+0.83%
6 Months
+1.63%
YTD
+2.69%
1 Year
+3.27%
3 Years (annualized)
+3.85%
5 Years (annualized)
+3.21%
10 Years (annualized)
+1.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HTSXX 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
MSCI WORLD Net Total Return CAD(MSWO)
This Mutual Fund (YTD)
+2.69%
Peer Avg (YTD)
+2.21%
vs Peers
+0.48%

HTSXX Mutual Fund Performance

HTSXX performance across multiple time periods: 1-month 0.29%, YTD 2.69%, 1-year 3.27%, 3-year 3.85%, 5-year 3.21%, 10-year 1.89%.

HTSXX returns outperform the peer average of 2.21% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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