HWDSX Mutual Fund

NAV$9.84

Returns Overview

1 Month
-0.40%
3 Months
-0.51%
6 Months
-0.71%
YTD
-0.20%
1 Year
+2.70%
3 Years (annualized)
+4.67%
5 Years (annualized)
+1.68%
10 Years (annualized)
+1.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWDSX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
FTSE World Government Bond Index (WGBI) USD(^WGBI)
This Mutual Fund (YTD)
-0.20%
Peer Avg (YTD)
+0.99%
vs Peers
-1.19%

HWDSX Mutual Fund Performance

HWDSX performance across multiple time periods: 1-month -0.40%, YTD -0.20%, 1-year 2.70%, 3-year 4.67%, 5-year 1.68%, 10-year 1.81%.

HWDSX returns trail the peer average of 0.99% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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