HNMVX Mutual Fund

HNMVX Mutual Fund

NAV$33.70
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Returns Overview

1 Month
-4.55%
3 Months
-0.30%
6 Months
+13.66%
YTD
+17.75%
1 Year
+23.93%
3 Years (annualized)
+20.62%
5 Years (annualized)
+12.93%
10 Years (annualized)
+10.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNMVX 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(^RMCCV)
This Mutual Fund (YTD)
+17.75%
Peer Avg (YTD)
+6.72%
vs Peers
+11.02%

HNMVX Mutual Fund Performance

HNMVX performance across multiple time periods: 1-month -4.55%, YTD 17.75%, 1-year 23.93%, 3-year 20.62%, 5-year 12.93%, 10-year 10.85%.

HNMVX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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