HWLZX Mutual Fund

HWLZX Mutual Fund

NAV$52.56
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Returns Overview

1 Month
+7.80%
3 Months
+6.29%
6 Months
+11.70%
YTD
+17.47%
1 Year
+24.73%
3 Years (annualized)
+22.20%
5 Years (annualized)
+11.72%
10 Years (annualized)
+12.21%

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
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)
+17.47%
Peer Avg (YTD)
+12.44%
vs Peers
+5.03%

HWLZX Mutual Fund Performance

HWLZX performance across multiple time periods: 1-month 7.80%, YTD 17.47%, 1-year 24.73%, 3-year 22.20%, 5-year 11.72%, 10-year 12.21%.

HWLZX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.86%, 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.