HWSIX Mutual Fund

HWSIX Mutual Fund

NAV$96.95
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Returns Overview

1 Month
+7.10%
3 Months
+9.32%
6 Months
+17.82%
YTD
+25.58%
1 Year
+28.43%
3 Years (annualized)
+12.05%
5 Years (annualized)
+12.26%
10 Years (annualized)
+11.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWSIX 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)
+25.58%
Peer Avg (YTD)
+15.31%
vs Peers
+10.27%

HWSIX Mutual Fund Performance

HWSIX performance across multiple time periods: 1-month 7.10%, YTD 25.58%, 1-year 28.43%, 3-year 12.05%, 5-year 12.26%, 10-year 11.32%.

HWSIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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