HWDRX Mutual Fund

HWDRX Mutual Fund

NAV$9.62
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Returns Overview

1 Month
+0.95%
3 Months
-0.51%
6 Months
-0.19%
YTD
+0.55%
1 Year
+0.44%
3 Years (annualized)
+4.59%
5 Years (annualized)
+1.36%
10 Years (annualized)
+1.40%

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
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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)
+0.55%
Peer Avg (YTD)
-0.97%
vs Peers
+1.51%

HWDRX Mutual Fund Performance

HWDRX performance across multiple time periods: 1-month 0.95%, YTD 0.55%, 1-year 0.44%, 3-year 4.59%, 5-year 1.36%, 10-year 1.40%.

HWDRX returns outperform the peer average of -0.97% 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.