HMVAX Mutual Fund

NAV$18.05

Returns Overview

1 Month
-0.66%
3 Months
+6.93%
6 Months
+10.53%
YTD
+15.56%
1 Year
+27.67%
3 Years (annualized)
+14.62%
5 Years (annualized)
+10.46%
10 Years (annualized)
+10.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMVAX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Midcap Value Index
This Mutual Fund (YTD)
+15.56%
Peer Avg (YTD)
+10.82%
vs Peers
+4.74%

HMVAX Mutual Fund Performance

HMVAX performance across multiple time periods: 1-month -0.66%, YTD 15.56%, 1-year 27.67%, 3-year 14.62%, 5-year 10.46%, 10-year 10.67%.

HMVAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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