HIMVX Mutual Fund

HIMVX Mutual Fund

NAV$33.72
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Returns Overview

1 Month
-4.58%
3 Months
-0.43%
6 Months
+13.41%
YTD
+17.40%
1 Year
+23.41%
3 Years (annualized)
+20.11%
5 Years (annualized)
+12.43%
10 Years (annualized)
+10.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIMVX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+17.40%
Peer Avg (YTD)
+6.72%
vs Peers
+10.67%

HIMVX Mutual Fund Performance

HIMVX performance across multiple time periods: 1-month -4.58%, YTD 17.40%, 1-year 23.41%, 3-year 20.11%, 5-year 12.43%, 10-year 10.36%.

HIMVX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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