HWDRX Mutual Fund

HWDRX Mutual Fund

NAV$9.73
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Returns Overview

1 Month
-0.62%
3 Months
+0.33%
6 Months
+0.55%
YTD
+1.06%
1 Year
+2.34%
3 Years (annualized)
+4.14%
5 Years (annualized)
+1.24%
10 Years (annualized)
+1.43%

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)
+1.06%
Peer Avg (YTD)
+0.25%
vs Peers
+0.82%

HWDRX Mutual Fund Performance

HWDRX performance across multiple time periods: 1-month -0.62%, YTD 1.06%, 1-year 2.34%, 3-year 4.14%, 5-year 1.24%, 10-year 1.43%.

HWDRX returns outperform the peer average of 0.25% 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.