HOVLX Mutual Fund

HOVLX Mutual Fund

NAV$60.12
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Returns Overview

1 Month
+3.57%
3 Months
+2.29%
6 Months
+7.31%
YTD
+14.55%
1 Year
+19.07%
3 Years (annualized)
+19.37%
5 Years (annualized)
+10.39%
10 Years (annualized)
+12.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HOVLX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+14.55%
Peer Avg (YTD)
+14.61%
vs Peers
-0.07%

HOVLX Mutual Fund Performance

HOVLX performance across multiple time periods: 1-month 3.57%, YTD 14.55%, 1-year 19.07%, 3-year 19.37%, 5-year 10.39%, 10-year 12.80%.

HOVLX returns trail the peer average of 14.61% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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