HWCCX Mutual Fund

HWCCX Mutual Fund

NAV$31.31
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Returns Overview

1 Month
-0.03%
3 Months
-1.45%
6 Months
+7.70%
YTD
+7.32%
1 Year
+18.72%
3 Years (annualized)
+7.67%
5 Years (annualized)
+11.02%
10 Years (annualized)
+8.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWCCX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.32%
Peer Avg (YTD)
+8.28%
vs Peers
-0.95%

HWCCX Mutual Fund Performance

HWCCX performance across multiple time periods: 1-month -0.03%, YTD 7.32%, 1-year 18.72%, 3-year 7.67%, 5-year 11.02%, 10-year 8.28%.

HWCCX returns trail the peer average of 8.28% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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