HNLVX Mutual Fund

HNLVX Mutual Fund

NAV$20.17
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Returns Overview

1 Month
-5.12%
3 Months
+0.24%
6 Months
+4.60%
YTD
+1.58%
1 Year
+3.62%
3 Years (annualized)
+12.23%
5 Years (annualized)
+6.10%
10 Years (annualized)
+11.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNLVX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+1.58%
Peer Avg (YTD)
+10.00%
vs Peers
-8.42%

HNLVX Mutual Fund Performance

HNLVX performance across multiple time periods: 1-month -5.12%, YTD 1.58%, 1-year 3.62%, 3-year 12.23%, 5-year 6.10%, 10-year 11.33%.

HNLVX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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