HMVSX Mutual Fund

HMVSX Mutual Fund

NAV$20.52
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Returns Overview

1 Month
+7.39%
3 Months
+0.30%
6 Months
+5.65%
YTD
+14.32%
1 Year
+18.75%
3 Years (annualized)
+15.91%
5 Years (annualized)
+8.30%
10 Years (annualized)
+9.55%

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
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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)
+14.32%
Peer Avg (YTD)
+8.01%
vs Peers
+6.31%

HMVSX Mutual Fund Performance

HMVSX performance across multiple time periods: 1-month 7.39%, YTD 14.32%, 1-year 18.75%, 3-year 15.91%, 5-year 8.30%, 10-year 9.55%.

HMVSX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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