HWDCX Mutual Fund

HWDCX Mutual Fund

NAV$9.27
See how much of HWDCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.11%
3 Months
-1.15%
6 Months
-1.76%
YTD
+0.66%
1 Year
+1.02%
3 Years (annualized)
+0.04%
5 Years (annualized)
-1.69%
10 Years (annualized)
-0.86%

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
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)
+0.66%
Peer Avg (YTD)
+0.20%
vs Peers
+0.46%

HWDCX Mutual Fund Performance

HWDCX performance across multiple time periods: 1-month -0.11%, YTD 0.66%, 1-year 1.02%, 3-year 0.04%, 5-year -1.69%, 10-year -0.86%.

HWDCX returns outperform the peer average of 0.20% 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.