HSWYX Mutual Fund

HSWYX Mutual Fund

NAV$23.33
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Returns Overview

1 Month
-4.26%
3 Months
-0.64%
6 Months
+11.45%
YTD
+6.38%
1 Year
+10.47%
3 Years (annualized)
+17.50%
5 Years (annualized)
+7.62%
10 Years (annualized)
+10.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSWYX 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)
+6.38%
Peer Avg (YTD)
+9.29%
vs Peers
-2.92%

HSWYX Mutual Fund Performance

HSWYX performance across multiple time periods: 1-month -4.26%, YTD 6.38%, 1-year 10.47%, 3-year 17.50%, 5-year 7.62%, 10-year 10.65%.

HSWYX 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.

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