HFMVX Mutual Fund

NAV$31.22

Returns Overview

1 Month
+3.50%
3 Months
+18.64%
6 Months
+12.13%
YTD
+10.74%
1 Year
+8.34%
3 Years (annualized)
+7.73%
5 Years (annualized)
+2.25%
10 Years (annualized)
+10.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFMVX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.74%
Peer Avg (YTD)
+10.82%
vs Peers
-0.08%

HFMVX Mutual Fund Performance

HFMVX performance across multiple time periods: 1-month 3.50%, YTD 10.74%, 1-year 8.34%, 3-year 7.73%, 5-year 2.25%, 10-year 10.60%.

HFMVX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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