HWHIX Mutual Fund

HWHIX Mutual Fund

NAV$10.19
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Returns Overview

1 Month
-2.71%
3 Months
-1.05%
6 Months
+3.17%
YTD
+3.77%
1 Year
+6.34%
3 Years (annualized)
+7.04%
5 Years (annualized)
+3.66%
10 Years (annualized)
+3.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWHIX 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
ICE BofA US Corporate Index
This Mutual Fund (YTD)
+3.77%
Peer Avg (YTD)
+0.50%
vs Peers
+3.27%

HWHIX Mutual Fund Performance

HWHIX performance across multiple time periods: 1-month -2.71%, YTD 3.77%, 1-year 6.34%, 3-year 7.04%, 5-year 3.66%, 10-year 3.09%.

HWHIX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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