HWVZX Mutual Fund

HWVZX Mutual Fund

NAV$15.73
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Returns Overview

1 Month
+4.96%
3 Months
+13.19%
6 Months
+19.68%
YTD
+18.83%
1 Year
+30.92%
3 Years (annualized)
+12.82%
5 Years (annualized)
+7.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWVZX 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)
+18.83%
Peer Avg (YTD)
+18.52%
vs Peers
+0.30%

HWVZX Mutual Fund Performance

HWVZX performance across multiple time periods: 1-month 4.96%, YTD 18.83%, 1-year 30.92%, 3-year 12.82%, 5-year 7.93%.

HWVZX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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