DFWIX Mutual Fund

NAV$19.32

Returns Overview

1 Month
-1.20%
3 Months
+10.12%
6 Months
+13.16%
YTD
+11.83%
1 Year
+26.85%
3 Years (annualized)
+19.03%
5 Years (annualized)
+9.61%
10 Years (annualized)
+10.38%

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
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 All Country World ex USA Index (net dividends)
This Mutual Fund (YTD)
+11.83%
Peer Avg (YTD)
+9.13%
vs Peers
+2.70%

DFWIX Mutual Fund Performance

DFWIX performance across multiple time periods: 1-month -1.20%, YTD 11.83%, 1-year 26.85%, 3-year 19.03%, 5-year 9.61%, 10-year 10.38%.

DFWIX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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