DWFIX Mutual Fund

DWFIX Mutual Fund

NAV$8.29
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Returns Overview

1 Month
+1.48%
3 Months
-0.78%
6 Months
-0.49%
YTD
-0.37%
1 Year
-1.75%
3 Years (annualized)
+4.23%
5 Years (annualized)
-1.23%
10 Years (annualized)
+0.33%

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)
-0.37%
Peer Avg (YTD)
-0.97%
vs Peers
+0.59%

DWFIX Mutual Fund Performance

DWFIX performance across multiple time periods: 1-month 1.48%, YTD -0.37%, 1-year -1.75%, 3-year 4.23%, 5-year -1.23%, 10-year 0.33%.

DWFIX returns outperform the peer average of -0.97% 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.