HNVRX Mutual Fund

NAV$56.48
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Returns Overview

1 Month
+8.32%
3 Months
+21.10%
6 Months
+35.03%
YTD
+32.51%
1 Year
+46.90%
3 Years (annualized)
+20.02%
5 Years (annualized)
+10.68%
10 Years (annualized)
+12.49%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+32.51%
Peer Avg (YTD)
+18.52%
vs Peers
+13.99%

HNVRX Mutual Fund Performance

HNVRX performance across multiple time periods: 1-month 8.32%, YTD 32.51%, 1-year 46.90%, 3-year 20.02%, 5-year 10.68%, 10-year 12.49%.

HNVRX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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