HWMAX Mutual Fund

HWMAX Mutual Fund

NAV$69.65
See how much of HWMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.70%
3 Months
+5.29%
6 Months
+10.16%
YTD
+16.02%
1 Year
+20.27%
3 Years (annualized)
+14.34%
5 Years (annualized)
+12.94%
10 Years (annualized)
+10.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWMAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+16.02%
Peer Avg (YTD)
+6.72%
vs Peers
+9.30%

HWMAX Mutual Fund Performance

HWMAX performance across multiple time periods: 1-month -6.70%, YTD 16.02%, 1-year 20.27%, 3-year 14.34%, 5-year 12.94%, 10-year 10.29%.

HWMAX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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