HWVIX Mutual Fund

NAV$15.63

Returns Overview

1 Month
+3.99%
3 Months
+9.07%
6 Months
+18.59%
YTD
+23.56%
1 Year
+30.81%
3 Years (annualized)
+12.76%
5 Years (annualized)
+7.89%
10 Years (annualized)
+11.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWVIX 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)
+23.56%
Peer Avg (YTD)
+18.52%
vs Peers
+5.03%

HWVIX Mutual Fund Performance

HWVIX performance across multiple time periods: 1-month 3.99%, YTD 23.56%, 1-year 30.81%, 3-year 12.76%, 5-year 7.89%, 10-year 11.37%.

HWVIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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