HSWSX Mutual Fund

HSWSX Mutual Fund

NAV$24.04
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Returns Overview

1 Month
+1.41%
3 Months
+6.99%
6 Months
+6.99%
YTD
+9.71%
1 Year
+20.30%
3 Years (annualized)
+14.56%
5 Years (annualized)
+7.34%
10 Years (annualized)
+10.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSWSX 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
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📉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)
+9.71%
Peer Avg (YTD)
+9.42%
vs Peers
+0.29%

HSWSX Mutual Fund Performance

HSWSX performance across multiple time periods: 1-month 1.41%, YTD 9.71%, 1-year 20.30%, 3-year 14.56%, 5-year 7.34%, 10-year 10.35%.

HSWSX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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