HMVFX Mutual Fund

HMVFX Mutual Fund

NAV$17.37
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Returns Overview

1 Month
-5.77%
3 Months
-8.62%
6 Months
+4.69%
YTD
+6.80%
1 Year
+9.76%
3 Years (annualized)
+12.24%
5 Years (annualized)
+9.01%
10 Years (annualized)
+9.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMVFX 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
PROUpgrade to run
🏦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)
+6.80%
Peer Avg (YTD)
+6.72%
vs Peers
+0.07%

HMVFX Mutual Fund Performance

HMVFX performance across multiple time periods: 1-month -5.77%, YTD 6.80%, 1-year 9.76%, 3-year 12.24%, 5-year 9.01%, 10-year 9.71%.

HMVFX returns outperform 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.

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