HWGAX Mutual Fund

NAV$16.37

Returns Overview

1 Month
-0.17%
3 Months
+9.86%
6 Months
+6.37%
YTD
+5.57%
1 Year
+15.99%
3 Years (annualized)
+17.63%
5 Years (annualized)
+10.92%
10 Years (annualized)
+11.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWGAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+5.57%
Peer Avg (YTD)
+9.49%
vs Peers
-3.92%

HWGAX Mutual Fund Performance

HWGAX performance across multiple time periods: 1-month -0.17%, YTD 5.57%, 1-year 15.99%, 3-year 17.63%, 5-year 10.92%, 10-year 11.19%.

HWGAX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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