HRMVX Mutual Fund

HRMVX Mutual Fund

NAV$35.05
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Returns Overview

1 Month
-4.59%
3 Months
-0.42%
6 Months
+13.45%
YTD
+18.76%
1 Year
+23.48%
3 Years (annualized)
+19.70%
5 Years (annualized)
+12.47%
10 Years (annualized)
+9.98%

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)
+18.76%
Peer Avg (YTD)
+6.72%
vs Peers
+12.03%

HRMVX Mutual Fund Performance

HRMVX performance across multiple time periods: 1-month -4.59%, YTD 18.76%, 1-year 23.48%, 3-year 19.70%, 5-year 12.47%, 10-year 9.98%.

HRMVX returns outperform the peer average of 6.72% 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.