HWDYX Mutual Fund

HWDYX Mutual Fund

NAV$9.78
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Returns Overview

1 Month
-1.35%
3 Months
-1.84%
6 Months
+0.30%
YTD
+0.05%
1 Year
-0.00%
3 Years (annualized)
+4.79%
5 Years (annualized)
+1.87%
10 Years (annualized)
+2.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

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

HWDYX Mutual Fund Performance

HWDYX performance across multiple time periods: 1-month -1.35%, YTD 0.05%, 1-year -0.00%, 3-year 4.79%, 5-year 1.87%, 10-year 2.04%.

HWDYX returns outperform the peer average of -1.59% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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