DWOAX Mutual Fund

DWOAX Mutual Fund

NAV$19.76
See how much of DWOAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.47%
3 Months
+2.86%
6 Months
+5.23%
YTD
+5.01%
1 Year
+11.60%
3 Years (annualized)
+16.77%
5 Years (annualized)
+8.43%
10 Years (annualized)
+14.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DWOAX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.01%
Peer Avg (YTD)
+6.23%
vs Peers
-1.22%

DWOAX Mutual Fund Performance

DWOAX performance across multiple time periods: 1-month -0.47%, YTD 5.01%, 1-year 11.60%, 3-year 16.77%, 5-year 8.43%, 10-year 14.53%.

DWOAX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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