HSWCX Mutual Fund

HSWCX Mutual Fund

NAV$22.58
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Returns Overview

1 Month
-0.80%
3 Months
-3.02%
6 Months
+3.60%
YTD
+4.76%
1 Year
+6.23%
3 Years (annualized)
+17.09%
5 Years (annualized)
+5.32%
10 Years (annualized)
+9.24%

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)
+4.76%
Peer Avg (YTD)
+8.05%
vs Peers
-3.30%

HSWCX Mutual Fund Performance

HSWCX performance across multiple time periods: 1-month -0.80%, YTD 4.76%, 1-year 6.23%, 3-year 17.09%, 5-year 5.32%, 10-year 9.24%.

HSWCX returns trail the peer average of 8.05% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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