HWDVX Mutual Fund

HWDVX Mutual Fund

NAV$9.89
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Returns Overview

1 Month
-0.50%
3 Months
+0.58%
6 Months
+0.97%
YTD
+1.47%
1 Year
+3.08%
3 Years (annualized)
+4.93%
5 Years (annualized)
+1.98%
10 Years (annualized)
+2.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWDVX 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)
+1.47%
Peer Avg (YTD)
+0.25%
vs Peers
+1.23%

HWDVX Mutual Fund Performance

HWDVX performance across multiple time periods: 1-month -0.50%, YTD 1.47%, 1-year 3.08%, 3-year 4.93%, 5-year 1.98%, 10-year 2.16%.

HWDVX returns outperform the peer average of 0.25% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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