HWVAX Mutual Fund

HWVAX Mutual Fund

NAV$15.36
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Returns Overview

1 Month
+6.68%
3 Months
+0.13%
6 Months
+8.03%
YTD
+22.15%
1 Year
+27.41%
3 Years (annualized)
+16.78%
5 Years (annualized)
+7.68%
10 Years (annualized)
+10.62%

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)
+22.15%
Peer Avg (YTD)
+12.21%
vs Peers
+9.94%

HWVAX Mutual Fund Performance

HWVAX performance across multiple time periods: 1-month 6.68%, YTD 22.15%, 1-year 27.41%, 3-year 16.78%, 5-year 7.68%, 10-year 10.62%.

HWVAX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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