HSWTX Mutual Fund

HSWTX Mutual Fund

NAV$24.35
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Returns Overview

1 Month
+1.12%
3 Months
+12.21%
6 Months
+8.32%
YTD
+7.08%
1 Year
+15.61%
3 Years (annualized)
+14.85%
5 Years (annualized)
+7.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSWTX 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)
+7.08%
Peer Avg (YTD)
+9.13%
vs Peers
-2.05%

HSWTX Mutual Fund Performance

HSWTX performance across multiple time periods: 1-month 1.12%, YTD 7.08%, 1-year 15.61%, 3-year 14.85%, 5-year 7.27%.

HSWTX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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