HTSXX Mutual Fund

HTSXX Mutual Fund

NAV$1.00
See how much of HTSXX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.27%
3 Months
+0.80%
6 Months
+1.60%
YTD
+2.12%
1 Year
+3.32%
3 Years (annualized)
+3.94%
5 Years (annualized)
+3.09%
10 Years (annualized)
+1.83%

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
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
MSCI WORLD Net Total Return CAD(MSWO)
This Mutual Fund (YTD)
+2.12%
Peer Avg (YTD)
+2.25%
vs Peers
-0.13%

HTSXX Mutual Fund Performance

HTSXX performance across multiple time periods: 1-month 0.27%, YTD 2.12%, 1-year 3.32%, 3-year 3.94%, 5-year 3.09%, 10-year 1.83%.

HTSXX returns trail the peer average of 2.25% 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.