HWGIX Mutual Fund

HWGIX Mutual Fund

NAV$16.54
See how much of HWGIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.59%
3 Months
+7.90%
6 Months
+9.05%
YTD
+10.57%
1 Year
+23.45%
3 Years (annualized)
+17.36%
5 Years (annualized)
+12.42%
10 Years (annualized)
+11.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWGIX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+10.57%
Peer Avg (YTD)
+11.41%
vs Peers
-0.85%

HWGIX Mutual Fund Performance

HWGIX performance across multiple time periods: 1-month 4.59%, YTD 10.57%, 1-year 23.45%, 3-year 17.36%, 5-year 12.42%, 10-year 11.55%.

HWGIX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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