DLWIX Mutual Fund

DLWIX Mutual Fund

NAV$9.35
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Returns Overview

1 Month
+1.04%
3 Months
+1.02%
6 Months
-0.82%
YTD
+2.99%
1 Year
+10.67%
3 Years (annualized)
+6.40%
5 Years (annualized)
+3.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLWIX 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
JP Morgan Emerging Market Bond Index Global Diversified
This Mutual Fund (YTD)
+2.99%
Peer Avg (YTD)
+2.96%
vs Peers
+0.03%

DLWIX Mutual Fund Performance

DLWIX performance across multiple time periods: 1-month 1.04%, YTD 2.99%, 1-year 10.67%, 3-year 6.40%, 5-year 3.50%.

DLWIX returns outperform the peer average of 2.96% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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