HWSIX Mutual Fund

NAV$91.14

Returns Overview

1 Month
+1.81%
3 Months
+7.51%
6 Months
+17.26%
YTD
+16.20%
1 Year
+23.68%
3 Years (annualized)
+11.82%
5 Years (annualized)
+10.09%
10 Years (annualized)
+11.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWSIX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+16.20%
Peer Avg (YTD)
+18.52%
vs Peers
-2.32%

HWSIX Mutual Fund Performance

HWSIX performance across multiple time periods: 1-month 1.81%, YTD 16.20%, 1-year 23.68%, 3-year 11.82%, 5-year 10.09%, 10-year 11.27%.

HWSIX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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