DWATX Mutual Fund

DWATX Mutual Fund

NAV$11.42
See how much of DWATX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.63%
3 Months
-3.07%
6 Months
+1.66%
YTD
+5.75%
1 Year
+18.33%
3 Years (annualized)
+8.36%
5 Years (annualized)
+4.72%
10 Years (annualized)
+6.96%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+5.75%
Peer Avg (YTD)
+5.79%
vs Peers
-0.05%

DWATX Mutual Fund Performance

DWATX performance across multiple time periods: 1-month -0.63%, YTD 5.75%, 1-year 18.33%, 3-year 8.36%, 5-year 4.72%, 10-year 6.96%.

DWATX returns trail the peer average of 5.79% 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.