HNTVX Mutual Fund

NAV$65.06

Returns Overview

1 Month
+1.10%
3 Months
+6.06%
6 Months
+14.50%
YTD
+23.59%
1 Year
+42.26%
3 Years (annualized)
+22.15%
5 Years (annualized)
+10.46%
10 Years (annualized)
+11.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNTVX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+23.59%
Peer Avg (YTD)
+12.17%
vs Peers
+11.43%

HNTVX Mutual Fund Performance

HNTVX performance across multiple time periods: 1-month 1.10%, YTD 23.59%, 1-year 42.26%, 3-year 22.15%, 5-year 10.46%, 10-year 11.49%.

HNTVX returns outperform the peer average of 12.17% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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