HWLIX Mutual Fund

HWLIX Mutual Fund

NAV$52.77
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Returns Overview

1 Month
+4.97%
3 Months
+5.06%
6 Months
+9.46%
YTD
+10.45%
1 Year
+25.31%
3 Years (annualized)
+15.61%
5 Years (annualized)
+11.52%
10 Years (annualized)
+12.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWLIX 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)
+10.45%
Peer Avg (YTD)
+11.41%
vs Peers
-0.96%

HWLIX Mutual Fund Performance

HWLIX performance across multiple time periods: 1-month 4.97%, YTD 10.45%, 1-year 25.31%, 3-year 15.61%, 5-year 11.52%, 10-year 12.12%.

HWLIX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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