HWSAX Mutual Fund

HWSAX Mutual Fund

NAV$91.04
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Returns Overview

1 Month
-7.16%
3 Months
+1.84%
6 Months
+9.43%
YTD
+18.22%
1 Year
+18.37%
3 Years (annualized)
+17.13%
5 Years (annualized)
+16.64%
10 Years (annualized)
+15.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWSAX 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)
+18.22%
Peer Avg (YTD)
+10.34%
vs Peers
+7.87%

HWSAX Mutual Fund Performance

HWSAX performance across multiple time periods: 1-month -7.16%, YTD 18.22%, 1-year 18.37%, 3-year 17.13%, 5-year 16.64%, 10-year 15.59%.

HWSAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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