HAVLX Mutual Fund

HAVLX Mutual Fund

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Returns Overview

1 Month
+4.54%
3 Months
+2.14%
6 Months
+4.01%
YTD
+6.12%
1 Year
+10.12%
3 Years (annualized)
+14.25%
5 Years (annualized)
+5.99%
10 Years (annualized)
+11.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HAVLX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+6.12%
Peer Avg (YTD)
+12.44%
vs Peers
-6.32%

HAVLX Mutual Fund Performance

HAVLX performance across multiple time periods: 1-month 4.54%, YTD 6.12%, 1-year 10.12%, 3-year 14.25%, 5-year 5.99%, 10-year 11.34%.

HAVLX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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