HWLZX Mutual Fund

HWLZX Mutual Fund

NAV$51.63
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Returns Overview

1 Month
-1.20%
3 Months
+5.72%
6 Months
+6.12%
YTD
+5.28%
1 Year
+20.00%
3 Years (annualized)
+16.04%
5 Years (annualized)
+10.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWLZX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+5.28%
Peer Avg (YTD)
+9.49%
vs Peers
-4.21%

HWLZX Mutual Fund Performance

HWLZX performance across multiple time periods: 1-month -1.20%, YTD 5.28%, 1-year 20.00%, 3-year 16.04%, 5-year 10.18%.

HWLZX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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