HWMZX Mutual Fund

HWMZX Mutual Fund

NAV$73.43
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Returns Overview

1 Month
+8.31%
3 Months
+6.39%
6 Months
+15.37%
YTD
+21.07%
1 Year
+32.34%
3 Years (annualized)
+12.70%
5 Years (annualized)
+12.99%
10 Years (annualized)
+10.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWMZX 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)
+21.07%
Peer Avg (YTD)
+9.54%
vs Peers
+11.53%

HWMZX Mutual Fund Performance

HWMZX performance across multiple time periods: 1-month 8.31%, YTD 21.07%, 1-year 32.34%, 3-year 12.70%, 5-year 12.99%, 10-year 10.49%.

HWMZX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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