HWLZX Mutual Fund

HWLZX Mutual Fund

NAV$51.74
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Returns Overview

1 Month
+4.97%
3 Months
+5.08%
6 Months
+9.50%
YTD
+10.51%
1 Year
+25.42%
3 Years (annualized)
+15.75%
5 Years (annualized)
+11.65%
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
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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 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.51%
Peer Avg (YTD)
+11.41%
vs Peers
-0.90%

HWLZX Mutual Fund Performance

HWLZX performance across multiple time periods: 1-month 4.97%, YTD 10.51%, 1-year 25.42%, 3-year 15.75%, 5-year 11.65%, 10-year 12.21%.

HWLZX returns trail the peer average of 11.41% 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.