HWHAX Mutual Fund

HWHAX Mutual Fund

NAV$10.09
See how much of HWHAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.89%
3 Months
+1.49%
6 Months
+1.99%
YTD
+2.69%
1 Year
+3.91%
3 Years (annualized)
+6.97%
5 Years (annualized)
+3.60%
10 Years (annualized)
+2.97%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US Corporate Index
This Mutual Fund (YTD)
+2.69%
Peer Avg (YTD)
+2.15%
vs Peers
+0.53%

HWHAX Mutual Fund Performance

HWHAX performance across multiple time periods: 1-month 0.89%, YTD 2.69%, 1-year 3.91%, 3-year 6.97%, 5-year 3.60%, 10-year 2.97%.

HWHAX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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