HWDRX Mutual Fund

NAV$9.70

Returns Overview

1 Month
+0.23%
3 Months
+2.10%
6 Months
+1.58%
YTD
+1.69%
1 Year
+2.45%
3 Years (annualized)
+4.36%
5 Years (annualized)
+1.39%
10 Years (annualized)
+1.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWDRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE World Government Bond Index (WGBI) USD(^WGBI)
This Mutual Fund (YTD)
+1.69%
Peer Avg (YTD)
+0.99%
vs Peers
+0.70%

HWDRX Mutual Fund Performance

HWDRX performance across multiple time periods: 1-month 0.23%, YTD 1.69%, 1-year 2.45%, 3-year 4.36%, 5-year 1.39%, 10-year 1.50%.

HWDRX returns outperform the peer average of 0.99% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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