HWSAX Mutual Fund

HWSAX Mutual Fund

NAV$95.57
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Returns Overview

1 Month
+7.09%
3 Months
+9.27%
6 Months
+17.70%
YTD
+25.43%
1 Year
+28.15%
3 Years (annualized)
+11.81%
5 Years (annualized)
+12.03%
10 Years (annualized)
+11.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWSAX 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)
+25.43%
Peer Avg (YTD)
+15.31%
vs Peers
+10.12%

HWSAX Mutual Fund Performance

HWSAX performance across multiple time periods: 1-month 7.09%, YTD 25.43%, 1-year 28.15%, 3-year 11.81%, 5-year 12.03%, 10-year 11.08%.

HWSAX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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