HWHZX Mutual Fund

HWHZX Mutual Fund

NAV$10.52
See what you own twice
Check HWHZX against your other funds. Free for up to 5.
Check my overlap

Returns Overview

1 Month
+0.41%
3 Months
+2.58%
6 Months
+1.74%
YTD
+1.74%
1 Year
+4.68%
3 Years (annualized)
+7.55%
5 Years (annualized)
+3.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWHZX 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
ICE BofA US Corporate Index
This Mutual Fund (YTD)
+1.74%
Peer Avg (YTD)
+3.23%
vs Peers
-1.49%

HWHZX Mutual Fund Performance

HWHZX performance across multiple time periods: 1-month 0.41%, YTD 1.74%, 1-year 4.68%, 3-year 7.55%, 5-year 3.78%.

HWHZX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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