HMVSX Mutual Fund

NAV$20.63

Returns Overview

1 Month
+5.80%
3 Months
+14.38%
6 Months
+17.65%
YTD
+16.58%
1 Year
+27.10%
3 Years (annualized)
+14.42%
5 Years (annualized)
+11.71%
10 Years (annualized)
+11.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMVSX 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)
+16.58%
Peer Avg (YTD)
+10.82%
vs Peers
+5.77%

HMVSX Mutual Fund Performance

HMVSX performance across multiple time periods: 1-month 5.80%, YTD 16.58%, 1-year 27.10%, 3-year 14.42%, 5-year 11.71%, 10-year 11.03%.

HMVSX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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