HWLAX Mutual Fund

NAV$51.18

Returns Overview

1 Month
-1.23%
3 Months
+5.62%
6 Months
+5.95%
YTD
+5.10%
1 Year
+19.60%
3 Years (annualized)
+15.66%
5 Years (annualized)
+9.82%
10 Years (annualized)
+11.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWLAX 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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+5.10%
Peer Avg (YTD)
+9.49%
vs Peers
-4.39%

HWLAX Mutual Fund Performance

HWLAX performance across multiple time periods: 1-month -1.23%, YTD 5.10%, 1-year 19.60%, 3-year 15.66%, 5-year 9.82%, 10-year 11.66%.

HWLAX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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