HMVCX Mutual Fund

HMVCX Mutual Fund

NAV$12.12
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Returns Overview

1 Month
+7.28%
3 Months
+0.08%
6 Months
+5.20%
YTD
+13.51%
1 Year
+17.83%
3 Years (annualized)
+14.99%
5 Years (annualized)
+7.45%
10 Years (annualized)
+8.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMVCX 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
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📉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)
+13.51%
Peer Avg (YTD)
+8.01%
vs Peers
+5.50%

HMVCX Mutual Fund Performance

HMVCX performance across multiple time periods: 1-month 7.28%, YTD 13.51%, 1-year 17.83%, 3-year 14.99%, 5-year 7.45%, 10-year 8.71%.

HMVCX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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