HMVSX Mutual Fund

HMVSX Mutual Fund

NAV$19.25
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Returns Overview

1 Month
-5.86%
3 Months
-8.69%
6 Months
+4.44%
YTD
+6.45%
1 Year
+9.28%
3 Years (annualized)
+11.78%
5 Years (annualized)
+8.56%
10 Years (annualized)
+9.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMVSX 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)
+6.45%
Peer Avg (YTD)
+6.72%
vs Peers
-0.27%

HMVSX Mutual Fund Performance

HMVSX performance across multiple time periods: 1-month -5.86%, YTD 6.45%, 1-year 9.28%, 3-year 11.78%, 5-year 8.56%, 10-year 9.10%.

HMVSX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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