HWACX Mutual Fund

HWACX Mutual Fund

NAV$40.82
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Returns Overview

1 Month
-5.43%
3 Months
+5.30%
6 Months
+11.74%
YTD
+11.18%
1 Year
+11.42%
3 Years (annualized)
+17.27%
5 Years (annualized)
+11.75%
10 Years (annualized)
+12.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWACX 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 Value(^RAV)
This Mutual Fund (YTD)
+11.18%
Peer Avg (YTD)
+10.00%
vs Peers
+1.19%

HWACX Mutual Fund Performance

HWACX performance across multiple time periods: 1-month -5.43%, YTD 11.18%, 1-year 11.42%, 3-year 17.27%, 5-year 11.75%, 10-year 12.53%.

HWACX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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