HSWCX Mutual Fund

HSWCX Mutual Fund

NAV$22.60
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Returns Overview

1 Month
-4.35%
3 Months
-0.92%
6 Months
+10.93%
YTD
+5.60%
1 Year
+9.31%
3 Years (annualized)
+16.34%
5 Years (annualized)
+6.55%
10 Years (annualized)
+9.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSWCX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+5.60%
Peer Avg (YTD)
+9.29%
vs Peers
-3.69%

HSWCX Mutual Fund Performance

HSWCX performance across multiple time periods: 1-month -4.35%, YTD 5.60%, 1-year 9.31%, 3-year 16.34%, 5-year 6.55%, 10-year 9.52%.

HSWCX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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