HWDTX Mutual Fund

NAV$9.96

Returns Overview

1 Month
+0.15%
3 Months
+2.19%
6 Months
+1.83%
YTD
+1.94%
1 Year
+2.99%
3 Years (annualized)
+4.98%
5 Years (annualized)
+1.99%
10 Years (annualized)
+2.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWDTX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
FTSE World Government Bond Index (WGBI) USD(^WGBI)
This Mutual Fund (YTD)
+1.94%
Peer Avg (YTD)
+0.99%
vs Peers
+0.94%

HWDTX Mutual Fund Performance

HWDTX performance across multiple time periods: 1-month 0.15%, YTD 1.94%, 1-year 2.99%, 3-year 4.98%, 5-year 1.99%, 10-year 2.11%.

HWDTX returns outperform the peer average of 0.99% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

HWDTX performance comparison shows side-by-side returns with another fund. HWDTX alternatives are available in the Mutual Fund Screener.