HWCIX Mutual Fund

HWCIX Mutual Fund

NAV$35.52
See how much of HWCIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.88%
3 Months
+5.88%
6 Months
+10.32%
YTD
+11.31%
1 Year
+25.14%
3 Years (annualized)
+15.58%
5 Years (annualized)
+12.34%
10 Years (annualized)
+12.90%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.31%
Peer Avg (YTD)
+11.41%
vs Peers
-0.11%

HWCIX Mutual Fund Performance

HWCIX performance across multiple time periods: 1-month 5.88%, YTD 11.31%, 1-year 25.14%, 3-year 15.58%, 5-year 12.34%, 10-year 12.90%.

HWCIX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.80%, 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.