HAMVX Mutual Fund

HAMVX Mutual Fund

NAV$34.51
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Returns Overview

1 Month
+5.72%
3 Months
+1.71%
6 Months
+10.69%
YTD
+24.38%
1 Year
+32.05%
3 Years (annualized)
+24.15%
5 Years (annualized)
+13.35%
10 Years (annualized)
+10.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HAMVX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+24.38%
Peer Avg (YTD)
+8.01%
vs Peers
+16.37%

HAMVX Mutual Fund Performance

HAMVX performance across multiple time periods: 1-month 5.72%, YTD 24.38%, 1-year 32.05%, 3-year 24.15%, 5-year 13.35%, 10-year 10.98%.

HAMVX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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