HWNIX Mutual Fund

HWNIX Mutual Fund

NAV$15.05
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Returns Overview

1 Month
+4.25%
3 Months
+8.51%
6 Months
+12.00%
YTD
+17.68%
1 Year
+33.58%
3 Years (annualized)
+22.18%
5 Years (annualized)
+16.44%
10 Years (annualized)
+11.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWNIX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+17.68%
Peer Avg (YTD)
+11.12%
vs Peers
+6.56%

HWNIX Mutual Fund Performance

HWNIX performance across multiple time periods: 1-month 4.25%, YTD 17.68%, 1-year 33.58%, 3-year 22.18%, 5-year 16.44%, 10-year 11.48%.

HWNIX returns outperform the peer average of 11.12% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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