HWDTX Mutual Fund

HWDTX Mutual Fund

NAV$9.72
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Returns Overview

1 Month
-0.10%
3 Months
-1.19%
6 Months
-1.68%
YTD
+1.32%
1 Year
+1.97%
3 Years (annualized)
+0.20%
5 Years (annualized)
-1.41%
10 Years (annualized)
-0.45%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE World Government Bond Index (WGBI) USD(^WGBI)
This Mutual Fund (YTD)
+1.32%
Peer Avg (YTD)
+0.20%
vs Peers
+1.12%

HWDTX Mutual Fund Performance

HWDTX performance across multiple time periods: 1-month -0.10%, YTD 1.32%, 1-year 1.97%, 3-year 0.20%, 5-year -1.41%, 10-year -0.45%.

HWDTX returns outperform the peer average of 0.20% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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