HWAIX Mutual Fund

NAV$43.37

Returns Overview

1 Month
-2.92%
3 Months
+6.36%
6 Months
+6.28%
YTD
+6.08%
1 Year
+13.72%
3 Years (annualized)
+15.38%
5 Years (annualized)
+11.13%
10 Years (annualized)
+13.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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)
+6.08%
Peer Avg (YTD)
+9.49%
vs Peers
-3.41%

HWAIX Mutual Fund Performance

HWAIX performance across multiple time periods: 1-month -2.92%, YTD 6.08%, 1-year 13.72%, 3-year 15.38%, 5-year 11.13%, 10-year 13.33%.

HWAIX returns trail the peer average of 9.49% 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.