HWTIX Mutual Fund

HWTIX Mutual Fund

NAV$12.67
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Returns Overview

1 Month
-2.90%
3 Months
+7.25%
6 Months
+16.28%
YTD
+16.28%
1 Year
+19.36%
3 Years (annualized)
+20.99%
5 Years (annualized)
+12.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWTIX 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
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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)
+16.28%
Peer Avg (YTD)
+7.86%
vs Peers
+8.42%

HWTIX Mutual Fund Performance

HWTIX performance across multiple time periods: 1-month -2.90%, YTD 16.28%, 1-year 19.36%, 3-year 20.99%, 5-year 12.38%.

HWTIX returns outperform the peer average of 7.86% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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