HSWTX Mutual Fund

HSWTX Mutual Fund

NAV$23.26
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Returns Overview

1 Month
-4.27%
3 Months
-0.64%
6 Months
+11.49%
YTD
+6.40%
1 Year
+10.47%
3 Years (annualized)
+17.51%
5 Years (annualized)
+7.62%
10 Years (annualized)
+10.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSWTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.40%
Peer Avg (YTD)
+9.29%
vs Peers
-2.90%

HSWTX Mutual Fund Performance

HSWTX performance across multiple time periods: 1-month -4.27%, YTD 6.40%, 1-year 10.47%, 3-year 17.51%, 5-year 7.62%, 10-year 10.63%.

HSWTX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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