HRTVX Mutual Fund

NAV$62.98

Returns Overview

1 Month
+5.26%
3 Months
+17.05%
6 Months
+25.65%
YTD
+25.06%
1 Year
+41.87%
3 Years (annualized)
+21.13%
5 Years (annualized)
+11.93%
10 Years (annualized)
+12.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRTVX 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)
+25.06%
Peer Avg (YTD)
+18.52%
vs Peers
+6.53%

HRTVX Mutual Fund Performance

HRTVX performance across multiple time periods: 1-month 5.26%, YTD 25.06%, 1-year 41.87%, 3-year 21.13%, 5-year 11.93%, 10-year 12.00%.

HRTVX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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