HMVCX Mutual Fund

HMVCX Mutual Fund

NAV$11.37
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Returns Overview

1 Month
-5.84%
3 Months
-8.85%
6 Months
+4.02%
YTD
+5.80%
1 Year
+8.41%
3 Years (annualized)
+10.88%
5 Years (annualized)
+7.71%
10 Years (annualized)
+8.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMVCX 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)
+5.80%
Peer Avg (YTD)
+6.72%
vs Peers
-0.92%

HMVCX Mutual Fund Performance

HMVCX performance across multiple time periods: 1-month -5.84%, YTD 5.80%, 1-year 8.41%, 3-year 10.88%, 5-year 7.71%, 10-year 8.25%.

HMVCX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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