DWFIX Mutual Fund

NAV$8.44

Returns Overview

1 Month
+0.54%
3 Months
+1.97%
6 Months
+1.73%
YTD
+1.85%
1 Year
+2.25%
3 Years (annualized)
+4.55%
5 Years (annualized)
-1.14%
10 Years (annualized)
+0.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DWFIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE Non-USD World Government Bond Index, Currency-Hedged in USD Terms
This Mutual Fund (YTD)
+1.85%
Peer Avg (YTD)
+0.99%
vs Peers
+0.85%

DWFIX Mutual Fund Performance

DWFIX performance across multiple time periods: 1-month 0.54%, YTD 1.85%, 1-year 2.25%, 3-year 4.55%, 5-year -1.14%, 10-year 0.47%.

DWFIX returns outperform the peer average of 0.99% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

DWFIX performance comparison shows side-by-side returns with another fund. DWFIX alternatives are available in the Mutual Fund Screener.