HOVLX Mutual Fund

HOVLX Mutual Fund

NAV$58.33
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Returns Overview

1 Month
+1.58%
3 Months
+5.48%
6 Months
+5.84%
YTD
+13.76%
1 Year
+19.28%
3 Years (annualized)
+17.08%
5 Years (annualized)
+10.28%
10 Years (annualized)
+12.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HOVLX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.76%
Peer Avg (YTD)
+12.44%
vs Peers
+1.32%

HOVLX Mutual Fund Performance

HOVLX performance across multiple time periods: 1-month 1.58%, YTD 13.76%, 1-year 19.28%, 3-year 17.08%, 5-year 10.28%, 10-year 12.40%.

HOVLX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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