HWHAX Mutual Fund

HWHAX Mutual Fund

NAV$10.42
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Returns Overview

1 Month
+0.37%
3 Months
+2.49%
6 Months
+1.55%
YTD
+1.55%
1 Year
+4.31%
3 Years (annualized)
+7.20%
5 Years (annualized)
+3.45%
10 Years (annualized)
+3.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWHAX 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
ICE BofA US Corporate Index
This Mutual Fund (YTD)
+1.55%
Peer Avg (YTD)
+3.23%
vs Peers
-1.68%

HWHAX Mutual Fund Performance

HWHAX performance across multiple time periods: 1-month 0.37%, YTD 1.55%, 1-year 4.31%, 3-year 7.20%, 5-year 3.45%, 10-year 3.26%.

HWHAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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