HWCIX Mutual Fund

HWCIX Mutual Fund

NAV$36.26
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Returns Overview

1 Month
+8.08%
3 Months
+6.92%
6 Months
+13.21%
YTD
+19.01%
1 Year
+26.30%
3 Years (annualized)
+21.98%
5 Years (annualized)
+12.43%
10 Years (annualized)
+13.37%

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 3000 Index(^RUA)
This Mutual Fund (YTD)
+19.01%
Peer Avg (YTD)
+12.44%
vs Peers
+6.57%

HWCIX Mutual Fund Performance

HWCIX performance across multiple time periods: 1-month 8.08%, YTD 19.01%, 1-year 26.30%, 3-year 21.98%, 5-year 12.43%, 10-year 13.37%.

HWCIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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