HRMVX Mutual Fund

HRMVX Mutual Fund

NAV$35.15
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Returns Overview

1 Month
+3.54%
3 Months
+8.75%
6 Months
+17.39%
YTD
+23.47%
1 Year
+38.41%
3 Years (annualized)
+18.53%
5 Years (annualized)
+12.81%
10 Years (annualized)
+10.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRMVX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+23.47%
Peer Avg (YTD)
+9.54%
vs Peers
+13.93%

HRMVX Mutual Fund Performance

HRMVX performance across multiple time periods: 1-month 3.54%, YTD 23.47%, 1-year 38.41%, 3-year 18.53%, 5-year 12.81%, 10-year 10.50%.

HRMVX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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