HRVIX Mutual Fund

HRVIX Mutual Fund

NAV$44.57
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Returns Overview

1 Month
-2.53%
3 Months
+5.99%
6 Months
+13.64%
YTD
+21.98%
1 Year
+28.47%
3 Years (annualized)
+6.25%
5 Years (annualized)
+3.99%
10 Years (annualized)
+9.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRVIX 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
PROUpgrade to run
🏦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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+21.98%
Peer Avg (YTD)
+15.31%
vs Peers
+6.67%

HRVIX Mutual Fund Performance

HRVIX performance across multiple time periods: 1-month -2.53%, YTD 21.98%, 1-year 28.47%, 3-year 6.25%, 5-year 3.99%, 10-year 9.14%.

HRVIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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