DWANX Mutual Fund

DWANX Mutual Fund

NAV$13.51
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Returns Overview

1 Month
+3.78%
3 Months
-0.52%
6 Months
+1.89%
YTD
+11.42%
1 Year
+20.34%
3 Years (annualized)
+11.83%
5 Years (annualized)
+5.35%
10 Years (annualized)
+6.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DWANX 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)
+11.42%
Peer Avg (YTD)
+6.69%
vs Peers
+4.73%

DWANX Mutual Fund Performance

DWANX performance across multiple time periods: 1-month 3.78%, YTD 11.42%, 1-year 20.34%, 3-year 11.83%, 5-year 5.35%, 10-year 6.33%.

DWANX returns outperform the peer average of 6.69% YTD. With an expense ratio of 2.12%, investors should weigh costs against performance when evaluating this mutual fund.

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