HWLIX Mutual Fund

HWLIX Mutual Fund

NAV$51.04
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Returns Overview

1 Month
-6.19%
3 Months
+3.48%
6 Months
+9.37%
YTD
+8.89%
1 Year
+14.62%
3 Years (annualized)
+18.95%
5 Years (annualized)
+12.27%
10 Years (annualized)
+12.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWLIX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.89%
Peer Avg (YTD)
+10.00%
vs Peers
-1.11%

HWLIX Mutual Fund Performance

HWLIX performance across multiple time periods: 1-month -6.19%, YTD 8.89%, 1-year 14.62%, 3-year 18.95%, 5-year 12.27%, 10-year 12.39%.

HWLIX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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