DWTFX Mutual Fund

DWTFX Mutual Fund

NAV$10.86
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Returns Overview

1 Month
-2.52%
3 Months
-3.37%
6 Months
-5.41%
YTD
+1.36%
1 Year
+10.29%
3 Years (annualized)
+17.48%
5 Years (annualized)
+8.21%
10 Years (annualized)
+8.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DWTFX 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
Barclay Global Macro Index
This Mutual Fund (YTD)
+1.36%
Peer Avg (YTD)
+5.30%
vs Peers
-3.95%

DWTFX Mutual Fund Performance

DWTFX performance across multiple time periods: 1-month -2.52%, YTD 1.36%, 1-year 10.29%, 3-year 17.48%, 5-year 8.21%, 10-year 8.47%.

DWTFX returns trail the peer average of 5.30% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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