HWDSX Mutual Fund

HWDSX Mutual Fund

NAV$9.65
See how much of HWDSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.45%
3 Months
-1.95%
6 Months
+0.14%
YTD
-0.18%
1 Year
-0.32%
3 Years (annualized)
+4.50%
5 Years (annualized)
+1.56%
10 Years (annualized)
+1.74%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE World Government Bond Index (WGBI) USD(^WGBI)
This Mutual Fund (YTD)
-0.18%
Peer Avg (YTD)
-1.59%
vs Peers
+1.40%

HWDSX Mutual Fund Performance

HWDSX performance across multiple time periods: 1-month -1.45%, YTD -0.18%, 1-year -0.32%, 3-year 4.50%, 5-year 1.56%, 10-year 1.74%.

HWDSX returns outperform the peer average of -1.59% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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