DWATX Mutual Fund

DWATX Mutual Fund

NAV$11.06
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Returns Overview

1 Month
+0.26%
3 Months
+3.62%
6 Months
+0.44%
YTD
+9.58%
1 Year
+14.38%
3 Years (annualized)
+12.58%
5 Years (annualized)
+4.23%
10 Years (annualized)
+6.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DWATX 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)
+9.58%
Peer Avg (YTD)
+5.74%
vs Peers
+3.84%

DWATX Mutual Fund Performance

DWATX performance across multiple time periods: 1-month 0.26%, YTD 9.58%, 1-year 14.38%, 3-year 12.58%, 5-year 4.23%, 10-year 6.09%.

DWATX returns outperform the peer average of 5.74% YTD. With an expense ratio of 3.12%, investors should weigh costs against performance when evaluating this mutual fund.

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