HRVIX Mutual Fund

NAV$43.78

Returns Overview

1 Month
-1.42%
3 Months
+7.30%
6 Months
+13.89%
YTD
+20.24%
1 Year
+35.31%
3 Years (annualized)
+8.39%
5 Years (annualized)
+4.00%
10 Years (annualized)
+9.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRVIX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

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)
+20.24%
Peer Avg (YTD)
+18.52%
vs Peers
+1.72%

HRVIX Mutual Fund Performance

HRVIX performance across multiple time periods: 1-month -1.42%, YTD 20.24%, 1-year 35.31%, 3-year 8.39%, 5-year 4.00%, 10-year 9.92%.

HRVIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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