HWGIX Mutual Fund

HWGIX Mutual Fund

NAV$16.49
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Returns Overview

1 Month
-0.11%
3 Months
+9.96%
6 Months
+6.46%
YTD
+5.71%
1 Year
+16.31%
3 Years (annualized)
+17.92%
5 Years (annualized)
+11.20%
10 Years (annualized)
+11.46%

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
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🏦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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+5.71%
Peer Avg (YTD)
+9.49%
vs Peers
-3.78%

HWGIX Mutual Fund Performance

HWGIX performance across multiple time periods: 1-month -0.11%, YTD 5.71%, 1-year 16.31%, 3-year 17.92%, 5-year 11.20%, 10-year 11.46%.

HWGIX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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