HWVAX Mutual Fund

HWVAX Mutual Fund

NAV$14.72
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Returns Overview

1 Month
-6.81%
3 Months
-3.49%
6 Months
+9.11%
YTD
+14.50%
1 Year
+17.30%
3 Years (annualized)
+12.95%
5 Years (annualized)
+8.43%
10 Years (annualized)
+10.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWVAX 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)
+14.50%
Peer Avg (YTD)
+10.34%
vs Peers
+4.16%

HWVAX Mutual Fund Performance

HWVAX performance across multiple time periods: 1-month -6.81%, YTD 14.50%, 1-year 17.30%, 3-year 12.95%, 5-year 8.43%, 10-year 10.40%.

HWVAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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