HAVGX Mutual Fund

HAVGX Mutual Fund

NAV$27.08
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Returns Overview

1 Month
-1.72%
3 Months
+4.27%
6 Months
+8.43%
YTD
+4.18%
1 Year
+5.79%
3 Years (annualized)
+11.80%
5 Years (annualized)
+6.74%
10 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HAVGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.18%
Peer Avg (YTD)
+9.98%
vs Peers
-5.80%

HAVGX Mutual Fund Performance

HAVGX performance across multiple time periods: 1-month -1.72%, YTD 4.18%, 1-year 5.79%, 3-year 11.80%, 5-year 6.74%, 10-year 10.86%.

HAVGX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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