HWLAX Mutual Fund

HWLAX Mutual Fund

NAV$52.40
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Returns Overview

1 Month
+4.96%
3 Months
+5.00%
6 Months
+9.34%
YTD
+10.31%
1 Year
+25.03%
3 Years (annualized)
+15.37%
5 Years (annualized)
+11.28%
10 Years (annualized)
+11.86%

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
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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 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.31%
Peer Avg (YTD)
+11.41%
vs Peers
-1.10%

HWLAX Mutual Fund Performance

HWLAX performance across multiple time periods: 1-month 4.96%, YTD 10.31%, 1-year 25.03%, 3-year 15.37%, 5-year 11.28%, 10-year 11.86%.

HWLAX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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