HRLVX Mutual Fund

HRLVX Mutual Fund

NAV$19.85
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Returns Overview

1 Month
-6.83%
3 Months
-2.27%
6 Months
-1.15%
YTD
-3.01%
1 Year
+7.87%
3 Years (annualized)
+10.17%
5 Years (annualized)
+5.94%
10 Years (annualized)
+11.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRLVX 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)
-3.01%
Peer Avg (YTD)
-0.09%
vs Peers
-2.93%

HRLVX Mutual Fund Performance

HRLVX performance across multiple time periods: 1-month -6.83%, YTD -3.01%, 1-year 7.87%, 3-year 10.17%, 5-year 5.94%, 10-year 11.30%.

HRLVX returns trail the peer average of -0.09% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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