HWACX Mutual Fund

NAV$36.83

Returns Overview

1 Month
-1.48%
3 Months
+2.88%
6 Months
+1.77%
YTD
+0.38%
1 Year
+8.51%
3 Years
+13.14%
5 Years
+11.43%
10 Years
+13.01%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HWACX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+0.38%
Peer Avg (YTD)
+5.12%
vs Peers
-4.73%

HWACX Mutual Fund Performance

HWACX performance across multiple time periods: 1-month -1.48%, YTD 0.38%, 1-year 8.51%, 3-year 13.14%, 5-year 11.43%, 10-year 13.01%.

HWACX returns trail the peer average of 5.12% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

HWACX performance comparison shows side-by-side returns with another fund. HWACX alternatives are available in the Mutual Fund Screener.