HMVJX Mutual Fund

NAV$18.59

Returns Overview

1 Month
+5.82%
3 Months
+14.50%
6 Months
+17.92%
YTD
+16.80%
1 Year
+28.07%
3 Years (annualized)
+14.95%
5 Years (annualized)
+10.78%
10 Years (annualized)
+10.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMVJX 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 Index
This Mutual Fund (YTD)
+16.80%
Peer Avg (YTD)
+10.82%
vs Peers
+5.99%

HMVJX Mutual Fund Performance

HMVJX performance across multiple time periods: 1-month 5.82%, YTD 16.80%, 1-year 28.07%, 3-year 14.95%, 5-year 10.78%, 10-year 10.98%.

HMVJX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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