HWSAX Mutual Fund

NAV$95.68

Returns Overview

1 Month
+1.79%
3 Months
+7.46%
6 Months
+17.13%
YTD
+16.08%
1 Year
+23.41%
3 Years (annualized)
+11.57%
5 Years (annualized)
+9.86%
10 Years (annualized)
+11.04%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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 3000 Index(^RUA)
This Mutual Fund (YTD)
+16.08%
Peer Avg (YTD)
+18.52%
vs Peers
-2.44%

HWSAX Mutual Fund Performance

HWSAX performance across multiple time periods: 1-month 1.79%, YTD 16.08%, 1-year 23.41%, 3-year 11.57%, 5-year 9.86%, 10-year 11.04%.

HWSAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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