HMVUX Mutual Fund

HMVUX Mutual Fund

NAV$18.41
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Returns Overview

1 Month
+7.37%
3 Months
+0.39%
6 Months
+5.81%
YTD
+15.76%
1 Year
+19.24%
3 Years (annualized)
+16.38%
5 Years (annualized)
+8.73%
10 Years (annualized)
+9.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMVUX 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 Midcap Value Index
This Mutual Fund (YTD)
+15.76%
Peer Avg (YTD)
+10.76%
vs Peers
+4.99%

HMVUX Mutual Fund Performance

HMVUX performance across multiple time periods: 1-month 7.37%, YTD 15.76%, 1-year 19.24%, 3-year 16.38%, 5-year 8.73%, 10-year 9.97%.

HMVUX returns outperform 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.

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