HWACX Mutual Fund

HWACX Mutual Fund

NAV$41.16
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Returns Overview

1 Month
-2.97%
3 Months
+6.10%
6 Months
+5.78%
YTD
+5.58%
1 Year
+12.60%
3 Years (annualized)
+14.28%
5 Years (annualized)
+10.59%
10 Years (annualized)
+12.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWACX 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)
+5.58%
Peer Avg (YTD)
+9.49%
vs Peers
-3.91%

HWACX Mutual Fund Performance

HWACX performance across multiple time periods: 1-month -2.97%, YTD 5.58%, 1-year 12.60%, 3-year 14.28%, 5-year 10.59%, 10-year 12.50%.

HWACX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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