HWAZX Mutual Fund

HWAZX Mutual Fund

NAV$46.90
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Returns Overview

1 Month
-5.34%
3 Months
+5.58%
6 Months
+12.33%
YTD
+12.05%
1 Year
+12.62%
3 Years (annualized)
+18.52%
5 Years (annualized)
+12.93%
10 Years (annualized)
+13.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWAZX 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)
+12.05%
Peer Avg (YTD)
+10.00%
vs Peers
+2.06%

HWAZX Mutual Fund Performance

HWAZX performance across multiple time periods: 1-month -5.34%, YTD 12.05%, 1-year 12.62%, 3-year 18.52%, 5-year 12.93%, 10-year 13.47%.

HWAZX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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