DWANX Mutual Fund

DWANX Mutual Fund

NAV$13.65
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Returns Overview

1 Month
-0.54%
3 Months
-2.85%
6 Months
+2.21%
YTD
+6.40%
1 Year
+19.57%
3 Years (annualized)
+9.44%
5 Years (annualized)
+4.71%
10 Years (annualized)
+5.78%

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)
+6.40%
Peer Avg (YTD)
+5.79%
vs Peers
+0.60%

DWANX Mutual Fund Performance

DWANX performance across multiple time periods: 1-month -0.54%, YTD 6.40%, 1-year 19.57%, 3-year 9.44%, 5-year 4.71%, 10-year 5.78%.

DWANX returns outperform the peer average of 5.79% 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.