DWOCX Mutual Fund

NAV$14.38

Returns Overview

1 Month
-2.44%
3 Months
+16.44%
6 Months
+5.40%
YTD
+5.18%
1 Year
+15.74%
3 Years (annualized)
+20.36%
5 Years (annualized)
+15.38%
10 Years (annualized)
+23.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DWOCX 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

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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)
+5.18%
Peer Avg (YTD)
+8.97%
vs Peers
-3.79%

DWOCX Mutual Fund Performance

DWOCX performance across multiple time periods: 1-month -2.44%, YTD 5.18%, 1-year 15.74%, 3-year 20.36%, 5-year 15.38%, 10-year 23.92%.

DWOCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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