DFWIX Mutual Fund

DFWIX Mutual Fund

NAV$19.55
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Returns Overview

1 Month
-0.80%
3 Months
+1.28%
6 Months
+5.91%
YTD
+12.26%
1 Year
+26.50%
3 Years (annualized)
+17.05%
5 Years (annualized)
+9.60%
10 Years (annualized)
+9.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFWIX 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 All Country World ex USA Index (net dividends)
This Mutual Fund (YTD)
+12.26%
Peer Avg (YTD)
+9.42%
vs Peers
+2.84%

DFWIX Mutual Fund Performance

DFWIX performance across multiple time periods: 1-month -0.80%, YTD 12.26%, 1-year 26.50%, 3-year 17.05%, 5-year 9.60%, 10-year 9.73%.

DFWIX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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