HWMAX Mutual Fund

HWMAX Mutual Fund

NAV$71.81
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Returns Overview

1 Month
+7.45%
3 Months
+4.51%
6 Months
+11.10%
YTD
+24.66%
1 Year
+31.36%
3 Years (annualized)
+17.52%
5 Years (annualized)
+12.08%
10 Years (annualized)
+10.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWMAX 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
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📉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)
+24.66%
Peer Avg (YTD)
+8.01%
vs Peers
+16.66%

HWMAX Mutual Fund Performance

HWMAX performance across multiple time periods: 1-month 7.45%, YTD 24.66%, 1-year 31.36%, 3-year 17.52%, 5-year 12.08%, 10-year 10.56%.

HWMAX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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