HWLZX Mutual Fund

HWLZX Mutual Fund

NAV$51.02
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Returns Overview

1 Month
-6.20%
3 Months
+3.50%
6 Months
+9.43%
YTD
+8.97%
1 Year
+14.73%
3 Years (annualized)
+19.09%
5 Years (annualized)
+12.39%
10 Years (annualized)
+12.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWLZX 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)
+8.97%
Peer Avg (YTD)
+10.00%
vs Peers
-1.03%

HWLZX Mutual Fund Performance

HWLZX performance across multiple time periods: 1-month -6.20%, YTD 8.97%, 1-year 14.73%, 3-year 19.09%, 5-year 12.39%, 10-year 12.21%.

HWLZX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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