HRVIX Mutual Fund

HRVIX Mutual Fund

NAV$41.49
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Returns Overview

1 Month
-5.06%
3 Months
-8.26%
6 Months
+9.40%
YTD
+13.49%
1 Year
+14.40%
3 Years (annualized)
+7.31%
5 Years (annualized)
+3.71%
10 Years (annualized)
+8.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRVIX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+13.49%
Peer Avg (YTD)
+10.34%
vs Peers
+3.14%

HRVIX Mutual Fund Performance

HRVIX performance across multiple time periods: 1-month -5.06%, YTD 13.49%, 1-year 14.40%, 3-year 7.31%, 5-year 3.71%, 10-year 8.93%.

HRVIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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