HWMIX Mutual Fund

NAV$71.65

Returns Overview

1 Month
-1.57%
3 Months
+4.67%
6 Months
+11.72%
YTD
+10.29%
1 Year
+23.24%
3 Years (annualized)
+13.05%
5 Years (annualized)
+10.07%
10 Years (annualized)
+9.98%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.29%
Peer Avg (YTD)
+10.82%
vs Peers
-0.53%

HWMIX Mutual Fund Performance

HWMIX performance across multiple time periods: 1-month -1.57%, YTD 10.29%, 1-year 23.24%, 3-year 13.05%, 5-year 10.07%, 10-year 9.98%.

HWMIX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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