HWGAX Mutual Fund

HWGAX Mutual Fund

NAV$16.21
See how much of HWGAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.05%
3 Months
+3.38%
6 Months
+13.58%
YTD
+9.14%
1 Year
+13.99%
3 Years (annualized)
+19.63%
5 Years (annualized)
+12.61%
10 Years (annualized)
+11.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWGAX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+9.14%
Peer Avg (YTD)
+10.00%
vs Peers
-0.86%

HWGAX Mutual Fund Performance

HWGAX performance across multiple time periods: 1-month -5.05%, YTD 9.14%, 1-year 13.99%, 3-year 19.63%, 5-year 12.61%, 10-year 11.34%.

HWGAX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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