HSWCX Mutual Fund

HSWCX Mutual Fund

NAV$23.78
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Returns Overview

1 Month
+1.36%
3 Months
+6.83%
6 Months
+6.63%
YTD
+9.30%
1 Year
+19.52%
3 Years (annualized)
+13.75%
5 Years (annualized)
+6.60%
10 Years (annualized)
+9.52%

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)
+9.30%
Peer Avg (YTD)
+9.42%
vs Peers
-0.12%

HSWCX Mutual Fund Performance

HSWCX performance across multiple time periods: 1-month 1.36%, YTD 9.30%, 1-year 19.52%, 3-year 13.75%, 5-year 6.60%, 10-year 9.52%.

HSWCX returns trail the peer average of 9.42% 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.