HRMVX Mutual Fund

NAV$34.59

Returns Overview

1 Month
+3.41%
3 Months
+9.74%
6 Months
+18.01%
YTD
+22.23%
1 Year
+35.04%
3 Years (annualized)
+18.98%
5 Years (annualized)
+11.83%
10 Years (annualized)
+10.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRMVX 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(^RMCCV)
This Mutual Fund (YTD)
+22.23%
Peer Avg (YTD)
+10.82%
vs Peers
+11.41%

HRMVX Mutual Fund Performance

HRMVX performance across multiple time periods: 1-month 3.41%, YTD 22.23%, 1-year 35.04%, 3-year 18.98%, 5-year 11.83%, 10-year 10.66%.

HRMVX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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