HMVRX Mutual Fund

HMVRX Mutual Fund

NAV$18.49
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Returns Overview

1 Month
-5.89%
3 Months
-8.78%
6 Months
+4.27%
YTD
+6.23%
1 Year
+8.95%
3 Years (annualized)
+11.45%
5 Years (annualized)
+8.24%
10 Years (annualized)
+8.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMVRX 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)
+6.23%
Peer Avg (YTD)
+6.72%
vs Peers
-0.49%

HMVRX Mutual Fund Performance

HMVRX performance across multiple time periods: 1-month -5.89%, YTD 6.23%, 1-year 8.95%, 3-year 11.45%, 5-year 8.24%, 10-year 8.77%.

HMVRX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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