DFWVX Mutual Fund

NAV$20.05

Returns Overview

1 Month
-1.98%
3 Months
+8.17%
6 Months
+13.44%
YTD
+12.01%
1 Year
+32.02%
3 Years (annualized)
+22.10%
5 Years (annualized)
+13.39%
10 Years (annualized)
+11.51%

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
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 Value Index (net dividends)
This Mutual Fund (YTD)
+12.01%
Peer Avg (YTD)
+9.49%
vs Peers
+2.52%

DFWVX Mutual Fund Performance

DFWVX performance across multiple time periods: 1-month -1.98%, YTD 12.01%, 1-year 32.02%, 3-year 22.10%, 5-year 13.39%, 10-year 11.51%.

DFWVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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