HWLIX Mutual Fund

HWLIX Mutual Fund

NAV$51.54
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Returns Overview

1 Month
-1.20%
3 Months
+5.69%
6 Months
+6.07%
YTD
+5.23%
1 Year
+19.88%
3 Years (annualized)
+15.93%
5 Years (annualized)
+10.07%
10 Years (annualized)
+11.94%

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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+5.23%
Peer Avg (YTD)
+9.49%
vs Peers
-4.26%

HWLIX Mutual Fund Performance

HWLIX performance across multiple time periods: 1-month -1.20%, YTD 5.23%, 1-year 19.88%, 3-year 15.93%, 5-year 10.07%, 10-year 11.94%.

HWLIX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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