HWGIX Mutual Fund

HWGIX Mutual Fund

NAV$16.18
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Returns Overview

1 Month
-5.04%
3 Months
+3.44%
6 Months
+13.74%
YTD
+9.35%
1 Year
+14.30%
3 Years (annualized)
+19.93%
5 Years (annualized)
+12.90%
10 Years (annualized)
+11.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWGIX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+9.35%
Peer Avg (YTD)
+10.00%
vs Peers
-0.65%

HWGIX Mutual Fund Performance

HWGIX performance across multiple time periods: 1-month -5.04%, YTD 9.35%, 1-year 14.30%, 3-year 19.93%, 5-year 12.90%, 10-year 11.62%.

HWGIX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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