HRTVX Mutual Fund

HRTVX Mutual Fund

NAV$60.42
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Returns Overview

1 Month
-6.03%
3 Months
-6.96%
6 Months
+8.90%
YTD
+16.35%
1 Year
+19.95%
3 Years (annualized)
+21.21%
5 Years (annualized)
+12.80%
10 Years (annualized)
+11.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRTVX 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)
+16.35%
Peer Avg (YTD)
+10.34%
vs Peers
+6.01%

HRTVX Mutual Fund Performance

HRTVX performance across multiple time periods: 1-month -6.03%, YTD 16.35%, 1-year 19.95%, 3-year 21.21%, 5-year 12.80%, 10-year 11.60%.

HRTVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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