HWHAX Mutual Fund

HWHAX Mutual Fund

NAV$10.42
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Returns Overview

1 Month
+0.23%
3 Months
+1.03%
6 Months
+1.36%
YTD
+1.78%
1 Year
+4.21%
3 Years (annualized)
+7.04%
5 Years (annualized)
+3.75%
10 Years (annualized)
+4.53%

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)
+1.78%
Peer Avg (YTD)
+0.12%
vs Peers
+1.66%

HWHAX Mutual Fund Performance

HWHAX performance across multiple time periods: 1-month 0.23%, YTD 1.78%, 1-year 4.21%, 3-year 7.04%, 5-year 3.75%, 10-year 4.53%.

HWHAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.91%, 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.