HWAIX Mutual Fund

NAV$41.70

Returns Overview

1 Month
-1.42%
3 Months
+3.13%
6 Months
+2.28%
YTD
+0.53%
1 Year
+9.58%
3 Years
+14.23%
5 Years
+11.96%
10 Years
+13.85%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HWAIX 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)
+0.53%
Peer Avg (YTD)
+5.12%
vs Peers
-4.58%

HWAIX Mutual Fund Performance

HWAIX performance across multiple time periods: 1-month -1.42%, YTD 0.53%, 1-year 9.58%, 3-year 14.23%, 5-year 11.96%, 10-year 13.85%.

HWAIX returns trail the peer average of 5.12% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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