DFWVX Mutual Fund

DFWVX Mutual Fund

NAV$19.39
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Returns Overview

1 Month
-2.22%
3 Months
-0.78%
6 Months
+2.56%
YTD
+13.43%
1 Year
+21.49%
3 Years (annualized)
+24.42%
5 Years (annualized)
+13.44%
10 Years (annualized)
+10.56%

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)
+13.43%
Peer Avg (YTD)
+12.44%
vs Peers
+1.00%

DFWVX Mutual Fund Performance

DFWVX performance across multiple time periods: 1-month -2.22%, YTD 13.43%, 1-year 21.49%, 3-year 24.42%, 5-year 13.44%, 10-year 10.56%.

DFWVX returns outperform the peer average of 12.44% 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.