HNLVX Mutual Fund

HNLVX Mutual Fund

NAV$20.96
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Returns Overview

1 Month
+2.57%
3 Months
+1.85%
6 Months
+2.08%
YTD
+3.94%
1 Year
+9.00%
3 Years (annualized)
+9.92%
5 Years (annualized)
+5.99%
10 Years (annualized)
+11.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNLVX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+3.94%
Peer Avg (YTD)
+11.41%
vs Peers
-7.47%

HNLVX Mutual Fund Performance

HNLVX performance across multiple time periods: 1-month 2.57%, YTD 3.94%, 1-year 9.00%, 3-year 9.92%, 5-year 5.99%, 10-year 11.19%.

HNLVX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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