HMVTX Mutual Fund

NAV$21.09

Returns Overview

1 Month
+5.83%
3 Months
+14.46%
6 Months
+17.85%
YTD
+16.81%
1 Year
+27.40%
3 Years (annualized)
+14.75%
5 Years (annualized)
+10.65%
10 Years (annualized)
+10.67%

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

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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)
+16.81%
Peer Avg (YTD)
+10.82%
vs Peers
+5.99%

HMVTX Mutual Fund Performance

HMVTX performance across multiple time periods: 1-month 5.83%, YTD 16.81%, 1-year 27.40%, 3-year 14.75%, 5-year 10.65%, 10-year 10.67%.

HMVTX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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