HSVRX Mutual Fund

HSVRX Mutual Fund

NAV$51.11
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Returns Overview

1 Month
-1.59%
3 Months
-6.13%
6 Months
-3.68%
YTD
+18.33%
1 Year
+23.51%
3 Years (annualized)
+17.47%
5 Years (annualized)
+7.42%
10 Years (annualized)
+10.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSVRX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+18.33%
Peer Avg (YTD)
+12.21%
vs Peers
+6.12%

HSVRX Mutual Fund Performance

HSVRX performance across multiple time periods: 1-month -1.59%, YTD 18.33%, 1-year 23.51%, 3-year 17.47%, 5-year 7.42%, 10-year 10.45%.

HSVRX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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