HWTIX Mutual Fund

NAV$12.24

Returns Overview

1 Month
-3.24%
3 Months
-1.37%
6 Months
-1.61%
YTD
+3.29%
1 Year
+19.49%
3 Years (annualized)
+18.28%
5 Years (annualized)
+10.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWTIX 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 All Country World ex USA Small Cap Index(.MIWU000D0NUS)
This Mutual Fund (YTD)
+3.29%
Peer Avg (YTD)
+9.16%
vs Peers
-5.87%

HWTIX Mutual Fund Performance

HWTIX performance across multiple time periods: 1-month -3.24%, YTD 3.29%, 1-year 19.49%, 3-year 18.28%, 5-year 10.68%.

HWTIX returns trail the peer average of 9.16% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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