HSWCX Mutual Fund

HSWCX Mutual Fund

NAV$23.70
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Returns Overview

1 Month
+1.06%
3 Months
+11.95%
6 Months
+7.83%
YTD
+6.58%
1 Year
+14.45%
3 Years (annualized)
+13.72%
5 Years (annualized)
+6.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSWCX 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 ACWI ex US Index
This Mutual Fund (YTD)
+6.58%
Peer Avg (YTD)
+9.13%
vs Peers
-2.56%

HSWCX Mutual Fund Performance

HSWCX performance across multiple time periods: 1-month 1.06%, YTD 6.58%, 1-year 14.45%, 3-year 13.72%, 5-year 6.21%.

HSWCX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

HSWCX performance comparison shows side-by-side returns with another fund. HSWCX alternatives are available in the Mutual Fund Screener.