HIMVX Mutual Fund

NAV$34.23

Returns Overview

1 Month
+3.33%
3 Months
+13.89%
6 Months
+19.18%
YTD
+17.90%
1 Year
+34.89%
3 Years (annualized)
+18.87%
5 Years (annualized)
+11.71%
10 Years (annualized)
+10.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIMVX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+17.90%
Peer Avg (YTD)
+10.82%
vs Peers
+7.08%

HIMVX Mutual Fund Performance

HIMVX performance across multiple time periods: 1-month 3.33%, YTD 17.90%, 1-year 34.89%, 3-year 18.87%, 5-year 11.71%, 10-year 10.54%.

HIMVX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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