DFWIX Mutual Fund

DFWIX Mutual Fund

NAV$18.28
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Returns Overview

1 Month
-3.13%
3 Months
-1.53%
6 Months
-0.28%
YTD
+9.24%
1 Year
+14.71%
3 Years (annualized)
+20.66%
5 Years (annualized)
+9.16%
10 Years (annualized)
+9.43%

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)
+9.24%
Peer Avg (YTD)
+8.05%
vs Peers
+1.19%

DFWIX Mutual Fund Performance

DFWIX performance across multiple time periods: 1-month -3.13%, YTD 9.24%, 1-year 14.71%, 3-year 20.66%, 5-year 9.16%, 10-year 9.43%.

DFWIX returns outperform the peer average of 8.05% 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.