HWCAX Mutual Fund

HWCAX Mutual Fund

NAV$34.94
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Returns Overview

1 Month
-1.36%
3 Months
+5.55%
6 Months
+5.76%
YTD
+5.00%
1 Year
+17.47%
3 Years (annualized)
+15.43%
5 Years (annualized)
+10.41%
10 Years (annualized)
+12.36%

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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+5.00%
Peer Avg (YTD)
+9.49%
vs Peers
-4.49%

HWCAX Mutual Fund Performance

HWCAX performance across multiple time periods: 1-month -1.36%, YTD 5.00%, 1-year 17.47%, 3-year 15.43%, 5-year 10.41%, 10-year 12.36%.

HWCAX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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