HWMAX Mutual Fund

HWMAX Mutual Fund

NAV$72.31
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Returns Overview

1 Month
+8.25%
3 Months
+6.31%
6 Months
+15.16%
YTD
+20.82%
1 Year
+31.89%
3 Years (annualized)
+12.30%
5 Years (annualized)
+12.60%
10 Years (annualized)
+10.14%

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)
+20.82%
Peer Avg (YTD)
+9.54%
vs Peers
+11.28%

HWMAX Mutual Fund Performance

HWMAX performance across multiple time periods: 1-month 8.25%, YTD 20.82%, 1-year 31.89%, 3-year 12.30%, 5-year 12.60%, 10-year 10.14%.

HWMAX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.21%, 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.