HWCIX Mutual Fund

HWCIX Mutual Fund

NAV$34.79
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Returns Overview

1 Month
-1.33%
3 Months
+5.65%
6 Months
+5.89%
YTD
+5.12%
1 Year
+17.76%
3 Years (annualized)
+15.72%
5 Years (annualized)
+10.69%
10 Years (annualized)
+12.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWCIX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+5.12%
Peer Avg (YTD)
+9.49%
vs Peers
-4.37%

HWCIX Mutual Fund Performance

HWCIX performance across multiple time periods: 1-month -1.33%, YTD 5.12%, 1-year 17.76%, 3-year 15.72%, 5-year 10.69%, 10-year 12.64%.

HWCIX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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