HWMZX Mutual Fund

HWMZX Mutual Fund

NAV$73.18
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Returns Overview

1 Month
+7.48%
3 Months
+4.58%
6 Months
+11.27%
YTD
+25.00%
1 Year
+31.79%
3 Years (annualized)
+17.91%
5 Years (annualized)
+12.45%
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)
+25.00%
Peer Avg (YTD)
+8.01%
vs Peers
+16.99%

HWMZX Mutual Fund Performance

HWMZX performance across multiple time periods: 1-month 7.48%, YTD 25.00%, 1-year 31.79%, 3-year 17.91%, 5-year 12.45%, 10-year 10.49%.

HWMZX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.87%, 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.