HWSCX Mutual Fund

NAV$69.34

Returns Overview

1 Month
+1.72%
3 Months
+7.25%
6 Months
+16.68%
YTD
+15.64%
1 Year
+22.45%
3 Years (annualized)
+10.73%
5 Years (annualized)
+9.05%
10 Years (annualized)
+12.33%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+15.64%
Peer Avg (YTD)
+18.52%
vs Peers
-2.88%

HWSCX Mutual Fund Performance

HWSCX performance across multiple time periods: 1-month 1.72%, YTD 15.64%, 1-year 22.45%, 3-year 10.73%, 5-year 9.05%, 10-year 12.33%.

HWSCX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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