HWHIX Mutual Fund

NAV$10.53

Returns Overview

1 Month
+0.40%
3 Months
+2.65%
6 Months
+1.69%
YTD
+1.69%
1 Year
+4.57%
3 Years (annualized)
+7.26%
5 Years (annualized)
+3.50%
10 Years (annualized)
+3.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWHIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE BofA US Corporate Index
This Mutual Fund (YTD)
+1.69%
Peer Avg (YTD)
+3.23%
vs Peers
-1.54%

HWHIX Mutual Fund Performance

HWHIX performance across multiple time periods: 1-month 0.40%, YTD 1.69%, 1-year 4.57%, 3-year 7.26%, 5-year 3.50%, 10-year 3.37%.

HWHIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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