DWTNX Mutual Fund

NAV$12.07
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Returns Overview

1 Month
-2.66%
3 Months
+6.82%
6 Months
+8.26%
YTD
+7.58%
1 Year
+29.12%
3 Years (annualized)
+16.33%
5 Years (annualized)
+14.55%
10 Years (annualized)
+10.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DWTNX 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
Barclay Global Macro Index
This Mutual Fund (YTD)
+7.58%
Peer Avg (YTD)
+5.87%
vs Peers
+1.72%

DWTNX Mutual Fund Performance

DWTNX performance across multiple time periods: 1-month -2.66%, YTD 7.58%, 1-year 29.12%, 3-year 16.33%, 5-year 14.55%, 10-year 10.77%.

DWTNX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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