HNVIX Mutual Fund

HNVIX Mutual Fund

NAV$43.06
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Returns Overview

1 Month
+4.02%
3 Months
-2.07%
6 Months
+3.87%
YTD
+18.26%
1 Year
+22.66%
3 Years (annualized)
+10.93%
5 Years (annualized)
+3.76%
10 Years (annualized)
+9.26%

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
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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)
+18.26%
Peer Avg (YTD)
+12.21%
vs Peers
+6.05%

HNVIX Mutual Fund Performance

HNVIX performance across multiple time periods: 1-month 4.02%, YTD 18.26%, 1-year 22.66%, 3-year 10.93%, 5-year 3.76%, 10-year 9.26%.

HNVIX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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