HWCAX Mutual Fund

HWCAX Mutual Fund

NAV$35.77
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Returns Overview

1 Month
+5.85%
3 Months
+5.82%
6 Months
+10.20%
YTD
+11.14%
1 Year
+24.79%
3 Years (annualized)
+15.27%
5 Years (annualized)
+12.04%
10 Years (annualized)
+12.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWCAX 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 Index(^RUA)
This Mutual Fund (YTD)
+11.14%
Peer Avg (YTD)
+11.41%
vs Peers
-0.27%

HWCAX Mutual Fund Performance

HWCAX performance across multiple time periods: 1-month 5.85%, YTD 11.14%, 1-year 24.79%, 3-year 15.27%, 5-year 12.04%, 10-year 12.61%.

HWCAX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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