HSWRX Mutual Fund

HSWRX Mutual Fund

NAV$22.99
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Returns Overview

1 Month
-4.32%
3 Months
-0.78%
6 Months
+11.15%
YTD
+5.99%
1 Year
+9.86%
3 Years (annualized)
+16.84%
5 Years (annualized)
+6.99%
10 Years (annualized)
+10.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSWRX 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)
+5.99%
Peer Avg (YTD)
+9.29%
vs Peers
-3.31%

HSWRX Mutual Fund Performance

HSWRX performance across multiple time periods: 1-month -4.32%, YTD 5.99%, 1-year 9.86%, 3-year 16.84%, 5-year 6.99%, 10-year 10.09%.

HSWRX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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