HWDVX Mutual Fund

HWDVX Mutual Fund

NAV$9.92
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Returns Overview

1 Month
+0.92%
3 Months
-0.41%
6 Months
+0.17%
YTD
+1.06%
1 Year
+1.02%
3 Years (annualized)
+5.30%
5 Years (annualized)
+2.07%
10 Years (annualized)
+2.12%

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
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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)
-0.97%
vs Peers
+2.02%

HWDVX Mutual Fund Performance

HWDVX performance across multiple time periods: 1-month 0.92%, YTD 1.06%, 1-year 1.02%, 3-year 5.30%, 5-year 2.07%, 10-year 2.12%.

HWDVX returns outperform the peer average of -0.97% 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.