HVEIX Mutual Fund

HVEIX Mutual Fund

NAV$30.75
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Returns Overview

1 Month
-2.04%
3 Months
+0.54%
6 Months
+15.53%
YTD
+9.07%
1 Year
+13.45%
3 Years (annualized)
+16.89%
5 Years (annualized)
+10.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HVEIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.07%
Peer Avg (YTD)
+8.68%
vs Peers
+0.39%

HVEIX Mutual Fund Performance

HVEIX performance across multiple time periods: 1-month -2.04%, YTD 9.07%, 1-year 13.45%, 3-year 16.89%, 5-year 10.07%.

HVEIX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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