HWVAX Mutual Fund

HWVAX Mutual Fund

NAV$15.61
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Returns Overview

1 Month
+4.93%
3 Months
+13.06%
6 Months
+19.41%
YTD
+18.65%
1 Year
+30.42%
3 Years (annualized)
+12.48%
5 Years (annualized)
+7.61%
10 Years (annualized)
+11.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWVAX 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)
+18.65%
Peer Avg (YTD)
+18.52%
vs Peers
+0.12%

HWVAX Mutual Fund Performance

HWVAX performance across multiple time periods: 1-month 4.93%, YTD 18.65%, 1-year 30.42%, 3-year 12.48%, 5-year 7.61%, 10-year 11.09%.

HWVAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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