HFMVX Mutual Fund

HFMVX Mutual Fund

NAV$30.22
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Returns Overview

1 Month
-1.05%
3 Months
-8.91%
6 Months
+8.06%
YTD
+0.87%
1 Year
-2.29%
3 Years (annualized)
+4.94%
5 Years (annualized)
-0.91%
10 Years (annualized)
+7.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFMVX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+0.87%
Peer Avg (YTD)
+6.72%
vs Peers
-5.85%

HFMVX Mutual Fund Performance

HFMVX performance across multiple time periods: 1-month -1.05%, YTD 0.87%, 1-year -2.29%, 3-year 4.94%, 5-year -0.91%, 10-year 7.31%.

HFMVX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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