HNMVX Mutual Fund

HNMVX Mutual Fund

NAV$34.41
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Returns Overview

1 Month
+3.34%
3 Months
+14.00%
6 Months
+19.44%
YTD
+18.11%
1 Year
+35.46%
3 Years (annualized)
+19.36%
5 Years (annualized)
+12.20%
10 Years (annualized)
+11.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNMVX 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(^RMCCV)
This Mutual Fund (YTD)
+18.11%
Peer Avg (YTD)
+10.82%
vs Peers
+7.29%

HNMVX Mutual Fund Performance

HNMVX performance across multiple time periods: 1-month 3.34%, YTD 18.11%, 1-year 35.46%, 3-year 19.36%, 5-year 12.20%, 10-year 11.02%.

HNMVX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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