DWFIX Mutual Fund

DWFIX Mutual Fund

NAV$8.36
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Returns Overview

1 Month
-1.41%
3 Months
+0.29%
6 Months
-0.30%
YTD
+0.41%
1 Year
+0.81%
3 Years (annualized)
+3.98%
5 Years (annualized)
-1.86%
10 Years (annualized)
+0.64%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE Non-USD World Government Bond Index, Currency-Hedged in USD Terms
This Mutual Fund (YTD)
+0.41%
Peer Avg (YTD)
+0.25%
vs Peers
+0.16%

DWFIX Mutual Fund Performance

DWFIX performance across multiple time periods: 1-month -1.41%, YTD 0.41%, 1-year 0.81%, 3-year 3.98%, 5-year -1.86%, 10-year 0.64%.

DWFIX returns outperform the peer average of 0.25% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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