HWVIX Mutual Fund

HWVIX Mutual Fund

NAV$15.51
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Returns Overview

1 Month
+6.68%
3 Months
+0.19%
6 Months
+8.18%
YTD
+22.37%
1 Year
+27.70%
3 Years (annualized)
+17.06%
5 Years (annualized)
+7.94%
10 Years (annualized)
+10.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWVIX 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)
+22.37%
Peer Avg (YTD)
+12.21%
vs Peers
+10.16%

HWVIX Mutual Fund Performance

HWVIX performance across multiple time periods: 1-month 6.68%, YTD 22.37%, 1-year 27.70%, 3-year 17.06%, 5-year 7.94%, 10-year 10.89%.

HWVIX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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