HVEIX Mutual Fund

HVEIX Mutual Fund

NAV$30.55
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Returns Overview

1 Month
+2.80%
3 Months
+3.64%
6 Months
+12.28%
YTD
+11.33%
1 Year
+20.18%
3 Years (annualized)
+16.89%
5 Years (annualized)
+10.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HVEIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.33%
Peer Avg (YTD)
+8.51%
vs Peers
+2.82%

HVEIX Mutual Fund Performance

HVEIX performance across multiple time periods: 1-month 2.80%, YTD 11.33%, 1-year 20.18%, 3-year 16.89%, 5-year 10.07%.

HVEIX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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