HWHZX Mutual Fund

HWHZX Mutual Fund

NAV$10.17
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Returns Overview

1 Month
-0.29%
3 Months
-2.11%
6 Months
-1.00%
YTD
-0.14%
1 Year
+1.14%
3 Years (annualized)
+7.35%
5 Years (annualized)
+3.30%
10 Years (annualized)
+4.90%

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
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📉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
ICE BofA US Corporate Index
This Mutual Fund (YTD)
-0.14%
Peer Avg (YTD)
+1.93%
vs Peers
-2.07%

HWHZX Mutual Fund Performance

HWHZX performance across multiple time periods: 1-month -0.29%, YTD -0.14%, 1-year 1.14%, 3-year 7.35%, 5-year 3.30%, 10-year 4.90%.

HWHZX returns trail the peer average of 1.93% 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.