DFWIX Mutual Fund

DFWIX Mutual Fund

NAV$18.79
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Returns Overview

1 Month
-2.37%
3 Months
+0.84%
6 Months
+11.05%
YTD
+12.78%
1 Year
+19.44%
3 Years (annualized)
+20.21%
5 Years (annualized)
+10.14%
10 Years (annualized)
+10.09%

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)
+12.78%
Peer Avg (YTD)
+9.29%
vs Peers
+3.48%

DFWIX Mutual Fund Performance

DFWIX performance across multiple time periods: 1-month -2.37%, YTD 12.78%, 1-year 19.44%, 3-year 20.21%, 5-year 10.14%, 10-year 10.09%.

DFWIX returns outperform the peer average of 9.29% 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.