HWAIX Mutual Fund

NAV$43.28

Returns Overview

1 Month
+4.78%
3 Months
+8.68%
6 Months
+12.09%
YTD
+9.26%
1 Year
+20.85%
3 Years
+18.80%
5 Years
+11.59%
10 Years
+13.45%

Risk Metrics (1-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)
+9.26%
Peer Avg (YTD)
+7.14%
vs Peers
+2.13%

HWAIX Mutual Fund Performance

HWAIX performance across multiple time periods: 1-month 4.78%, YTD 9.26%, 1-year 20.85%, 3-year 18.80%, 5-year 11.59%, 10-year 13.45%.

HWAIX returns outperform the peer average of 7.14% 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.