HWHZX Mutual Fund

HWHZX Mutual Fund

NAV$10.19
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Returns Overview

1 Month
-2.71%
3 Months
-1.56%
6 Months
+0.98%
YTD
+0.15%
1 Year
+1.04%
3 Years (annualized)
+7.29%
5 Years (annualized)
+3.94%
10 Years (annualized)
+4.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWHZX 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)
+0.15%
Peer Avg (YTD)
+0.50%
vs Peers
-0.35%

HWHZX Mutual Fund Performance

HWHZX performance across multiple time periods: 1-month -2.71%, YTD 0.15%, 1-year 1.04%, 3-year 7.29%, 5-year 3.94%, 10-year 4.90%.

HWHZX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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