HWDRX Mutual Fund

HWDRX Mutual Fund

NAV$9.48
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Returns Overview

3 Months
-1.12%
6 Months
-1.72%
YTD
+0.96%
1 Year
+1.42%
3 Years (annualized)
+0.14%
5 Years (annualized)
-1.57%
10 Years (annualized)
-0.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWDRX 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
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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)
+0.96%
Peer Avg (YTD)
+0.20%
vs Peers
+0.76%

HWDRX Mutual Fund Performance

HWDRX performance across multiple time periods: YTD 0.96%, 1-year 1.42%, 3-year 0.14%, 5-year -1.57%, 10-year -0.68%.

HWDRX returns outperform the peer average of 0.20% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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