HWSIX Mutual Fund

HWSIX Mutual Fund

NAV$91.79
See how much of HWSIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-7.15%
3 Months
+1.88%
6 Months
+9.54%
YTD
+18.39%
1 Year
+17.82%
3 Years (annualized)
+13.74%
5 Years (annualized)
+12.12%
10 Years (annualized)
+11.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWSIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+18.39%
Peer Avg (YTD)
+10.34%
vs Peers
+8.04%

HWSIX Mutual Fund Performance

HWSIX performance across multiple time periods: 1-month -7.15%, YTD 18.39%, 1-year 17.82%, 3-year 13.74%, 5-year 12.12%, 10-year 11.49%.

HWSIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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