HAVGX Mutual Fund

NAV$26.22

Returns Overview

1 Month
-2.47%
3 Months
+3.98%
6 Months
-0.01%
YTD
-0.09%
1 Year
+9.10%
3 Years (annualized)
+9.10%
5 Years (annualized)
+6.58%
10 Years (annualized)
+10.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HAVGX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-0.09%
Peer Avg (YTD)
+9.51%
vs Peers
-9.60%

HAVGX Mutual Fund Performance

HAVGX performance across multiple time periods: 1-month -2.47%, YTD -0.09%, 1-year 9.10%, 3-year 9.10%, 5-year 6.58%, 10-year 10.42%.

HAVGX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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