HWMIX Mutual Fund

HWMIX Mutual Fund

NAV$70.02
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Returns Overview

1 Month
+4.25%
3 Months
+11.11%
6 Months
+15.87%
YTD
+24.50%
1 Year
+30.58%
3 Years (annualized)
+14.58%
5 Years (annualized)
+13.17%
10 Years (annualized)
+10.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWMIX 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)
+24.50%
Peer Avg (YTD)
+9.89%
vs Peers
+14.61%

HWMIX Mutual Fund Performance

HWMIX performance across multiple time periods: 1-month 4.25%, YTD 24.50%, 1-year 30.58%, 3-year 14.58%, 5-year 13.17%, 10-year 10.53%.

HWMIX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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