HWLAX Mutual Fund

HWLAX Mutual Fund

NAV$50.67
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Returns Overview

1 Month
-6.22%
3 Months
+3.42%
6 Months
+9.23%
YTD
+8.69%
1 Year
+14.36%
3 Years (annualized)
+18.69%
5 Years (annualized)
+12.01%
10 Years (annualized)
+12.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWLAX 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)
+8.69%
Peer Avg (YTD)
+10.00%
vs Peers
-1.30%

HWLAX Mutual Fund Performance

HWLAX performance across multiple time periods: 1-month -6.22%, YTD 8.69%, 1-year 14.36%, 3-year 18.69%, 5-year 12.01%, 10-year 12.11%.

HWLAX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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