HWDIX Mutual Fund

HWDIX Mutual Fund

NAV$9.75
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Returns Overview

1 Month
-1.45%
3 Months
-1.95%
6 Months
+0.30%
YTD
+0.05%
1 Year
-0.01%
3 Years (annualized)
+4.82%
5 Years (annualized)
+1.89%
10 Years (annualized)
+2.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWDIX 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
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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)
+0.05%
Peer Avg (YTD)
-1.59%
vs Peers
+1.64%

HWDIX Mutual Fund Performance

HWDIX performance across multiple time periods: 1-month -1.45%, YTD 0.05%, 1-year -0.01%, 3-year 4.82%, 5-year 1.89%, 10-year 2.02%.

HWDIX returns outperform the peer average of -1.59% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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