HMVAX Mutual Fund

HMVAX Mutual Fund

NAV$17.03
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Returns Overview

1 Month
-5.83%
3 Months
-8.67%
6 Months
+4.46%
YTD
+6.53%
1 Year
+9.33%
3 Years (annualized)
+11.82%
5 Years (annualized)
+8.61%
10 Years (annualized)
+9.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMVAX 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 Index
This Mutual Fund (YTD)
+6.53%
Peer Avg (YTD)
+6.72%
vs Peers
-0.19%

HMVAX Mutual Fund Performance

HMVAX performance across multiple time periods: 1-month -5.83%, YTD 6.53%, 1-year 9.33%, 3-year 11.82%, 5-year 8.61%, 10-year 9.11%.

HMVAX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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