HSWFX Mutual Fund

HSWFX Mutual Fund

NAV$23.26
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Returns Overview

1 Month
+2.31%
3 Months
+4.95%
6 Months
+5.59%
YTD
+12.52%
1 Year
+18.77%
3 Years (annualized)
+17.65%
5 Years (annualized)
+7.73%
10 Years (annualized)
+10.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSWFX 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)
+12.52%
Peer Avg (YTD)
+10.17%
vs Peers
+2.35%

HSWFX Mutual Fund Performance

HSWFX performance across multiple time periods: 1-month 2.31%, YTD 12.52%, 1-year 18.77%, 3-year 17.65%, 5-year 7.73%, 10-year 10.73%.

HSWFX returns outperform the peer average of 10.17% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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