DWOIX Mutual Fund

DWOIX Mutual Fund

NAV$21.32
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Returns Overview

1 Month
+2.03%
3 Months
-0.82%
6 Months
+11.79%
YTD
+7.33%
1 Year
+13.44%
3 Years (annualized)
+18.31%
5 Years (annualized)
+8.34%
10 Years (annualized)
+15.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DWOIX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.33%
Peer Avg (YTD)
+8.51%
vs Peers
-1.17%

DWOIX Mutual Fund Performance

DWOIX performance across multiple time periods: 1-month 2.03%, YTD 7.33%, 1-year 13.44%, 3-year 18.31%, 5-year 8.34%, 10-year 15.14%.

DWOIX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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