HWVAX Mutual Fund

HWVAX Mutual Fund

NAV$14.37
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Returns Overview

1 Month
+0.72%
3 Months
+8.67%
6 Months
+14.73%
YTD
+22.87%
1 Year
+23.17%
3 Years (annualized)
+12.95%
5 Years (annualized)
+8.43%
10 Years (annualized)
+10.40%

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)
+22.87%
Peer Avg (YTD)
+15.20%
vs Peers
+7.67%

HWVAX Mutual Fund Performance

HWVAX performance across multiple time periods: 1-month 0.72%, YTD 22.87%, 1-year 23.17%, 3-year 12.95%, 5-year 8.43%, 10-year 10.40%.

HWVAX returns outperform the peer average of 15.20% 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.