HWACX Mutual Fund

HWACX Mutual Fund

NAV$41.50
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Returns Overview

1 Month
+5.76%
3 Months
+7.42%
6 Months
+9.59%
YTD
+11.66%
1 Year
+18.79%
3 Years (annualized)
+14.44%
5 Years (annualized)
+11.59%
10 Years (annualized)
+12.30%

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)
+11.66%
Peer Avg (YTD)
+11.41%
vs Peers
+0.25%

HWACX Mutual Fund Performance

HWACX performance across multiple time periods: 1-month 5.76%, YTD 11.66%, 1-year 18.79%, 3-year 14.44%, 5-year 11.59%, 10-year 12.30%.

HWACX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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