HWNIX Mutual Fund

NAV$14.28

Returns Overview

1 Month
-6.05%
3 Months
-1.92%
YTD
+3.78%
1 Year
+26.24%
3 Years (annualized)
+22.18%
5 Years (annualized)
+14.93%
10 Years (annualized)
+11.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWNIX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+3.78%
Peer Avg (YTD)
+8.71%
vs Peers
-4.94%

HWNIX Mutual Fund Performance

HWNIX performance across multiple time periods: 1-month -6.05%, YTD 3.78%, 1-year 26.24%, 3-year 22.18%, 5-year 14.93%, 10-year 11.51%.

HWNIX returns trail the peer average of 8.71% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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