HAMVX Mutual Fund

HAMVX Mutual Fund

NAV$34.75
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Returns Overview

1 Month
+3.56%
3 Months
+8.83%
6 Months
+17.56%
YTD
+23.67%
1 Year
+38.81%
3 Years (annualized)
+18.84%
5 Years (annualized)
+13.11%
10 Years (annualized)
+10.79%

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)
+23.67%
Peer Avg (YTD)
+9.54%
vs Peers
+14.13%

HAMVX Mutual Fund Performance

HAMVX performance across multiple time periods: 1-month 3.56%, YTD 23.67%, 1-year 38.81%, 3-year 18.84%, 5-year 13.11%, 10-year 10.79%.

HAMVX returns outperform the peer average of 9.54% 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.