HMVYX Mutual Fund

HMVYX Mutual Fund

NAV$19.78
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Returns Overview

1 Month
-0.77%
3 Months
+2.65%
6 Months
+4.86%
YTD
+14.33%
1 Year
+15.77%
3 Years (annualized)
+12.12%
5 Years (annualized)
+8.90%
10 Years (annualized)
+9.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMVYX 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)
+14.33%
Peer Avg (YTD)
+9.89%
vs Peers
+4.44%

HMVYX Mutual Fund Performance

HMVYX performance across multiple time periods: 1-month -0.77%, YTD 14.33%, 1-year 15.77%, 3-year 12.12%, 5-year 8.90%, 10-year 9.45%.

HMVYX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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