TDHTX Mutual Fund

TDHTX Mutual Fund

NAV$7.79
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Returns Overview

1 Month
-0.79%
3 Months
-0.84%
6 Months
+1.68%
YTD
+1.68%
1 Year
+9.18%
3 Years (annualized)
+4.42%
5 Years (annualized)
+7.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TDHTX 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
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📉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 All Country World Index
This Mutual Fund (YTD)
+1.68%
Peer Avg (YTD)
+2.69%
vs Peers
-1.01%

TDHTX Mutual Fund Performance

TDHTX performance across multiple time periods: 1-month -0.79%, YTD 1.68%, 1-year 9.18%, 3-year 4.42%, 5-year 7.23%.

TDHTX returns trail the peer average of 2.69% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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