HMVRX Mutual Fund

HMVRX Mutual Fund

NAV$19.57
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Returns Overview

1 Month
-2.32%
3 Months
+5.22%
6 Months
+9.51%
YTD
+14.77%
1 Year
+19.45%
3 Years (annualized)
+10.10%
5 Years (annualized)
+8.79%
10 Years (annualized)
+8.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMVRX 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)
+14.77%
Peer Avg (YTD)
+9.54%
vs Peers
+5.23%

HMVRX Mutual Fund Performance

HMVRX performance across multiple time periods: 1-month -2.32%, YTD 14.77%, 1-year 19.45%, 3-year 10.10%, 5-year 8.79%, 10-year 8.92%.

HMVRX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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