HNVRX Mutual Fund

HNVRX Mutual Fund

NAV$54.38
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Returns Overview

1 Month
-4.70%
3 Months
+2.69%
6 Months
+15.34%
YTD
+28.68%
1 Year
+38.76%
3 Years (annualized)
+14.69%
5 Years (annualized)
+9.62%
10 Years (annualized)
+11.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNVRX 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)
+28.68%
Peer Avg (YTD)
+15.31%
vs Peers
+13.37%

HNVRX Mutual Fund Performance

HNVRX performance across multiple time periods: 1-month -4.70%, YTD 28.68%, 1-year 38.76%, 3-year 14.69%, 5-year 9.62%, 10-year 11.50%.

HNVRX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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