DWAFX Mutual Fund

DWAFX Mutual Fund

NAV$13.18
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Returns Overview

1 Month
+3.81%
3 Months
-0.53%
6 Months
+1.87%
YTD
+11.31%
1 Year
+20.04%
3 Years (annualized)
+11.55%
5 Years (annualized)
+5.10%
10 Years (annualized)
+6.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DWAFX 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
Morningstar Global Flexible Allocation EW Index
This Mutual Fund (YTD)
+11.31%
Peer Avg (YTD)
+6.69%
vs Peers
+4.62%

DWAFX Mutual Fund Performance

DWAFX performance across multiple time periods: 1-month 3.81%, YTD 11.31%, 1-year 20.04%, 3-year 11.55%, 5-year 5.10%, 10-year 6.07%.

DWAFX returns outperform the peer average of 6.69% YTD. With an expense ratio of 2.37%, investors should weigh costs against performance when evaluating this mutual fund.

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