DFWVX Mutual Fund

DFWVX Mutual Fund

NAV$20.43
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Returns Overview

1 Month
+2.07%
3 Months
+3.37%
6 Months
+8.61%
YTD
+15.79%
1 Year
+34.22%
3 Years (annualized)
+20.86%
5 Years (annualized)
+14.23%
10 Years (annualized)
+11.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFWVX 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
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📉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 Value Index (net dividends)
This Mutual Fund (YTD)
+15.79%
Peer Avg (YTD)
+11.41%
vs Peers
+4.38%

DFWVX Mutual Fund Performance

DFWVX performance across multiple time periods: 1-month 2.07%, YTD 15.79%, 1-year 34.22%, 3-year 20.86%, 5-year 14.23%, 10-year 11.16%.

DFWVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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