HWSZX Mutual Fund

HWSZX Mutual Fund

NAV$91.80
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Returns Overview

1 Month
-7.14%
3 Months
+1.92%
6 Months
+9.61%
YTD
+18.49%
1 Year
+17.95%
3 Years (annualized)
+13.86%
5 Years (annualized)
+12.27%
10 Years (annualized)
+11.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWSZX 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)
+18.49%
Peer Avg (YTD)
+10.34%
vs Peers
+8.15%

HWSZX Mutual Fund Performance

HWSZX performance across multiple time periods: 1-month -7.14%, YTD 18.49%, 1-year 17.95%, 3-year 13.86%, 5-year 12.27%, 10-year 11.44%.

HWSZX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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