HAVLX Mutual Fund

HAVLX Mutual Fund

NAV$21.05
See inside every fund you own
$149/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.79%
3 Months
+4.33%
6 Months
+2.02%
YTD
+1.30%
1 Year
+7.64%
3 Years (annualized)
+10.55%
5 Years (annualized)
+5.97%
10 Years (annualized)
+11.30%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+1.30%
Peer Avg (YTD)
+9.49%
vs Peers
-8.19%

HAVLX Mutual Fund Performance

HAVLX performance across multiple time periods: 1-month 0.79%, YTD 1.30%, 1-year 7.64%, 3-year 10.55%, 5-year 5.97%, 10-year 11.30%.

HAVLX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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