HAVGX Mutual Fund

HAVGX Mutual Fund

NAV$27.07
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Returns Overview

1 Month
+5.54%
3 Months
+4.14%
6 Months
+3.25%
YTD
+5.45%
1 Year
+11.98%
3 Years (annualized)
+11.81%
5 Years (annualized)
+6.95%
10 Years (annualized)
+10.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HAVGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.45%
Peer Avg (YTD)
+9.41%
vs Peers
-3.96%

HAVGX Mutual Fund Performance

HAVGX performance across multiple time periods: 1-month 5.54%, YTD 5.45%, 1-year 11.98%, 3-year 11.81%, 5-year 6.95%, 10-year 10.78%.

HAVGX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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