HWSCX Mutual Fund

HWSCX Mutual Fund

NAV$66.87
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Returns Overview

1 Month
+5.11%
3 Months
-0.18%
6 Months
+8.88%
YTD
+23.55%
1 Year
+28.53%
3 Years (annualized)
+15.46%
5 Years (annualized)
+9.39%
10 Years (annualized)
+10.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWSCX 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)
+23.55%
Peer Avg (YTD)
+12.21%
vs Peers
+11.34%

HWSCX Mutual Fund Performance

HWSCX performance across multiple time periods: 1-month 5.11%, YTD 23.55%, 1-year 28.53%, 3-year 15.46%, 5-year 9.39%, 10-year 10.43%.

HWSCX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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