DWFIX Mutual Fund

DWFIX Mutual Fund

NAV$8.12
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Returns Overview

1 Month
-0.36%
3 Months
-1.23%
6 Months
-2.25%
YTD
+0.05%
1 Year
+0.33%
3 Years (annualized)
+3.64%
5 Years (annualized)
-1.82%
10 Years (annualized)
+0.17%

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
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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
FTSE Non-USD World Government Bond Index, Currency-Hedged in USD Terms
This Mutual Fund (YTD)
+0.05%
Peer Avg (YTD)
+0.20%
vs Peers
-0.15%

DWFIX Mutual Fund Performance

DWFIX performance across multiple time periods: 1-month -0.36%, YTD 0.05%, 1-year 0.33%, 3-year 3.64%, 5-year -1.82%, 10-year 0.17%.

DWFIX returns trail the peer average of 0.20% 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.