HWTIX Mutual Fund

HWTIX Mutual Fund

NAV$12.86
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Returns Overview

1 Month
+5.90%
3 Months
+7.47%
6 Months
+9.81%
YTD
+14.82%
1 Year
+27.44%
3 Years (annualized)
+18.52%
5 Years (annualized)
+11.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWTIX 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)
+14.82%
Peer Avg (YTD)
+8.67%
vs Peers
+6.15%

HWTIX Mutual Fund Performance

HWTIX performance across multiple time periods: 1-month 5.90%, YTD 14.82%, 1-year 27.44%, 3-year 18.52%, 5-year 11.87%.

HWTIX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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