HWSZX Mutual Fund

HWSZX Mutual Fund

NAV$96.71
See how much of HWSZX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+7.12%
3 Months
+9.36%
6 Months
+17.88%
YTD
+25.67%
1 Year
+28.56%
3 Years (annualized)
+12.17%
5 Years (annualized)
+12.40%
10 Years (annualized)
+11.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWSZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+25.67%
Peer Avg (YTD)
+15.31%
vs Peers
+10.36%

HWSZX Mutual Fund Performance

HWSZX performance across multiple time periods: 1-month 7.12%, YTD 25.67%, 1-year 28.56%, 3-year 12.17%, 5-year 12.40%, 10-year 11.44%.

HWSZX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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