HWSZX Mutual Fund

NAV$91.12

Returns Overview

1 Month
+1.82%
3 Months
+7.55%
6 Months
+17.32%
YTD
+16.27%
1 Year
+23.83%
3 Years (annualized)
+11.94%
5 Years (annualized)
+10.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWSZX 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)
+16.27%
Peer Avg (YTD)
+18.52%
vs Peers
-2.26%

HWSZX Mutual Fund Performance

HWSZX performance across multiple time periods: 1-month 1.82%, YTD 16.27%, 1-year 23.83%, 3-year 11.94%, 5-year 10.23%.

HWSZX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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