HNVIX Mutual Fund

HNVIX Mutual Fund

NAV$41.21
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Returns Overview

1 Month
-5.05%
3 Months
-8.21%
6 Months
+9.53%
YTD
+13.69%
1 Year
+14.65%
3 Years (annualized)
+7.58%
5 Years (annualized)
+3.96%
10 Years (annualized)
+9.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNVIX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+13.69%
Peer Avg (YTD)
+10.34%
vs Peers
+3.35%

HNVIX Mutual Fund Performance

HNVIX performance across multiple time periods: 1-month -5.05%, YTD 13.69%, 1-year 14.65%, 3-year 7.58%, 5-year 3.96%, 10-year 9.19%.

HNVIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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