HVEIX Mutual Fund

HVEIX Mutual Fund

NAV$30.05
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Returns Overview

1 Month
-0.17%
3 Months
+3.97%
6 Months
+7.28%
YTD
+8.30%
1 Year
+18.21%
3 Years (annualized)
+16.08%
5 Years (annualized)
+10.41%

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)
+8.30%
Peer Avg (YTD)
+6.23%
vs Peers
+2.07%

HVEIX Mutual Fund Performance

HVEIX performance across multiple time periods: 1-month -0.17%, YTD 8.30%, 1-year 18.21%, 3-year 16.08%, 5-year 10.41%.

HVEIX returns outperform the peer average of 6.23% 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.