HFMVX Mutual Fund

HFMVX Mutual Fund

NAV$28.04
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Returns Overview

1 Month
-5.31%
3 Months
-5.43%
6 Months
-6.85%
YTD
-3.29%
1 Year
-6.03%
3 Years (annualized)
+6.88%
5 Years (annualized)
-2.16%
10 Years (annualized)
+6.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFMVX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
-3.29%
Peer Avg (YTD)
+10.76%
vs Peers
-14.05%

HFMVX Mutual Fund Performance

HFMVX performance across multiple time periods: 1-month -5.31%, YTD -3.29%, 1-year -6.03%, 3-year 6.88%, 5-year -2.16%, 10-year 6.88%.

HFMVX returns trail the peer average of 10.76% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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