DWOAX Mutual Fund

NAV$20.07
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Returns Overview

1 Month
-3.10%
3 Months
+12.70%
6 Months
+7.91%
YTD
+8.10%
1 Year
+28.49%
3 Years (annualized)
+24.21%
5 Years (annualized)
+18.00%
10 Years (annualized)
+22.78%

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
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📉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

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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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+8.10%
Peer Avg (YTD)
+8.82%
vs Peers
-0.71%

DWOAX Mutual Fund Performance

DWOAX performance across multiple time periods: 1-month -3.10%, YTD 8.10%, 1-year 28.49%, 3-year 24.21%, 5-year 18.00%, 10-year 22.78%.

DWOAX returns trail the peer average of 8.82% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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