HWNIX Mutual Fund

HWNIX Mutual Fund

NAV$14.58
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Returns Overview

1 Month
-3.90%
3 Months
+1.84%
6 Months
+13.03%
YTD
+13.85%
1 Year
+22.90%
3 Years (annualized)
+23.85%
5 Years (annualized)
+16.16%
10 Years (annualized)
+11.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWNIX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+13.85%
Peer Avg (YTD)
+9.89%
vs Peers
+3.96%

HWNIX Mutual Fund Performance

HWNIX performance across multiple time periods: 1-month -3.90%, YTD 13.85%, 1-year 22.90%, 3-year 23.85%, 5-year 16.16%, 10-year 11.34%.

HWNIX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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