HNTVX Mutual Fund

HNTVX Mutual Fund

NAV$65.99
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Returns Overview

1 Month
-1.09%
3 Months
+5.27%
6 Months
+15.35%
YTD
+23.78%
1 Year
+40.13%
3 Years (annualized)
+20.76%
5 Years (annualized)
+13.17%
10 Years (annualized)
+11.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNTVX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+23.78%
Peer Avg (YTD)
+15.31%
vs Peers
+8.47%

HNTVX Mutual Fund Performance

HNTVX performance across multiple time periods: 1-month -1.09%, YTD 23.78%, 1-year 40.13%, 3-year 20.76%, 5-year 13.17%, 10-year 11.36%.

HNTVX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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