HNLVX Mutual Fund

HNLVX Mutual Fund

NAV$21.10
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.81%
3 Months
+4.35%
6 Months
+2.12%
YTD
+1.34%
1 Year
+7.74%
3 Years (annualized)
+10.52%
5 Years (annualized)
+5.91%
10 Years (annualized)
+11.32%

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
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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+1.34%
Peer Avg (YTD)
+9.49%
vs Peers
-8.15%

HNLVX Mutual Fund Performance

HNLVX performance across multiple time periods: 1-month 0.81%, YTD 1.34%, 1-year 7.74%, 3-year 10.52%, 5-year 5.91%, 10-year 11.32%.

HNLVX returns trail the peer average of 9.49% 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.