HMVTX Mutual Fund

HMVTX Mutual Fund

NAV$20.58
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Returns Overview

1 Month
-2.23%
3 Months
+5.37%
6 Months
+9.81%
YTD
+15.22%
1 Year
+20.19%
3 Years (annualized)
+10.77%
5 Years (annualized)
+9.45%
10 Years (annualized)
+9.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMVTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value Index
This Mutual Fund (YTD)
+15.22%
Peer Avg (YTD)
+9.54%
vs Peers
+5.68%

HMVTX Mutual Fund Performance

HMVTX performance across multiple time periods: 1-month -2.23%, YTD 15.22%, 1-year 20.19%, 3-year 10.77%, 5-year 9.45%, 10-year 9.58%.

HMVTX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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