HWDVX Mutual Fund

NAV$9.99

Returns Overview

1 Month
+0.28%
3 Months
+2.20%
6 Months
+1.98%
YTD
+1.98%
1 Year
+3.19%
3 Years (annualized)
+5.13%
5 Years (annualized)
+2.12%
10 Years (annualized)
+2.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWDVX 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)
+1.98%
Peer Avg (YTD)
+0.99%
vs Peers
+0.99%

HWDVX Mutual Fund Performance

HWDVX performance across multiple time periods: 1-month 0.28%, YTD 1.98%, 1-year 3.19%, 3-year 5.13%, 5-year 2.12%, 10-year 2.22%.

HWDVX returns outperform the peer average of 0.99% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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