HMVAX Mutual Fund

HMVAX Mutual Fund

NAV$18.15
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Returns Overview

1 Month
+7.39%
3 Months
+0.34%
6 Months
+5.68%
YTD
+14.40%
1 Year
+18.83%
3 Years (annualized)
+15.97%
5 Years (annualized)
+8.33%
10 Years (annualized)
+9.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMVAX 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 Midcap Value Index
This Mutual Fund (YTD)
+14.40%
Peer Avg (YTD)
+8.01%
vs Peers
+6.40%

HMVAX Mutual Fund Performance

HMVAX performance across multiple time periods: 1-month 7.39%, YTD 14.40%, 1-year 18.83%, 3-year 15.97%, 5-year 8.33%, 10-year 9.57%.

HMVAX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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