HWMIX Mutual Fund

HWMIX Mutual Fund

NAV$70.98
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Returns Overview

1 Month
-6.67%
3 Months
+5.36%
6 Months
+10.28%
YTD
+16.20%
1 Year
+20.52%
3 Years (annualized)
+14.58%
5 Years (annualized)
+13.17%
10 Years (annualized)
+10.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWMIX 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)
+16.20%
Peer Avg (YTD)
+6.72%
vs Peers
+9.47%

HWMIX Mutual Fund Performance

HWMIX performance across multiple time periods: 1-month -6.67%, YTD 16.20%, 1-year 20.52%, 3-year 14.58%, 5-year 13.17%, 10-year 10.53%.

HWMIX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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