HWAIX Mutual Fund

HWAIX Mutual Fund

NAV$46.86
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Returns Overview

1 Month
-5.35%
3 Months
+5.57%
6 Months
+12.29%
YTD
+11.99%
1 Year
+12.49%
3 Years (annualized)
+18.41%
5 Years (annualized)
+12.84%
10 Years (annualized)
+13.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWAIX 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)
+11.99%
Peer Avg (YTD)
+10.00%
vs Peers
+2.00%

HWAIX Mutual Fund Performance

HWAIX performance across multiple time periods: 1-month -5.35%, YTD 11.99%, 1-year 12.49%, 3-year 18.41%, 5-year 12.84%, 10-year 13.64%.

HWAIX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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