HWAAX Mutual Fund

HWAAX Mutual Fund

NAV$47.09
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Returns Overview

1 Month
+5.83%
3 Months
+7.60%
6 Months
+9.97%
YTD
+12.12%
1 Year
+19.64%
3 Years (annualized)
+15.29%
5 Years (annualized)
+12.40%
10 Years (annualized)
+13.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWAAX 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
PROUpgrade to run
📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+12.12%
Peer Avg (YTD)
+11.41%
vs Peers
+0.71%

HWAAX Mutual Fund Performance

HWAAX performance across multiple time periods: 1-month 5.83%, YTD 12.12%, 1-year 19.64%, 3-year 15.29%, 5-year 12.40%, 10-year 13.12%.

HWAAX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

HWAAX vs another fund shows side-by-side returns. HWAAX alternatives are available in the Mutual Fund Screener.