HNVIX Mutual Fund

HNVIX Mutual Fund

NAV$44.34
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+6.30%
3 Months
+19.33%
6 Months
+25.28%
YTD
+23.86%
1 Year
+35.61%
3 Years (annualized)
+8.67%
5 Years (annualized)
+4.26%
10 Years (annualized)
+10.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNVIX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+23.86%
Peer Avg (YTD)
+18.52%
vs Peers
+5.33%

HNVIX Mutual Fund Performance

HNVIX performance across multiple time periods: 1-month 6.30%, YTD 23.86%, 1-year 35.61%, 3-year 8.67%, 5-year 4.26%, 10-year 10.18%.

HNVIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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