HWDFX Mutual Fund

HWDFX Mutual Fund

NAV$9.77
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Returns Overview

1 Month
-1.32%
3 Months
-1.82%
6 Months
+0.35%
YTD
+0.14%
1 Year
+0.10%
3 Years (annualized)
+4.91%
5 Years (annualized)
+1.97%
10 Years (annualized)
+2.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWDFX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE World Government Bond Index (WGBI) USD(^WGBI)
This Mutual Fund (YTD)
+0.14%
Peer Avg (YTD)
-1.59%
vs Peers
+1.72%

HWDFX Mutual Fund Performance

HWDFX performance across multiple time periods: 1-month -1.32%, YTD 0.14%, 1-year 0.10%, 3-year 4.91%, 5-year 1.97%, 10-year 2.14%.

HWDFX returns outperform the peer average of -1.59% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

HWDFX vs another fund shows side-by-side returns. HWDFX alternatives are available in the Mutual Fund Screener.