HWDCX Mutual Fund

HWDCX Mutual Fund

NAV$9.51
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Returns Overview

1 Month
-0.63%
3 Months
+0.32%
6 Months
+0.45%
YTD
+0.87%
1 Year
+1.96%
3 Years (annualized)
+3.76%
5 Years (annualized)
+0.83%
10 Years (annualized)
+1.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWDCX 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
FTSE World Government Bond Index (WGBI) USD(^WGBI)
This Mutual Fund (YTD)
+0.87%
Peer Avg (YTD)
+0.25%
vs Peers
+0.62%

HWDCX Mutual Fund Performance

HWDCX performance across multiple time periods: 1-month -0.63%, YTD 0.87%, 1-year 1.96%, 3-year 3.76%, 5-year 0.83%, 10-year 1.02%.

HWDCX returns outperform the peer average of 0.25% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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