HVEIX Mutual Fund

NAV$30.36

Returns Overview

1 Month
+0.99%
3 Months
+14.91%
6 Months
+9.00%
YTD
+8.48%
1 Year
+20.69%
3 Years (annualized)
+16.91%
5 Years (annualized)
+10.68%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.48%
Peer Avg (YTD)
+8.97%
vs Peers
-0.49%

HVEIX Mutual Fund Performance

HVEIX performance across multiple time periods: 1-month 0.99%, YTD 8.48%, 1-year 20.69%, 3-year 16.91%, 5-year 10.68%.

HVEIX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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