DWTNX Mutual Fund

DWTNX Mutual Fund

NAV$11.95
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Returns Overview

1 Month
-2.40%
3 Months
-2.08%
6 Months
+0.17%
YTD
+5.00%
1 Year
+25.77%
3 Years (annualized)
+14.13%
5 Years (annualized)
+10.30%
10 Years (annualized)
+8.49%

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
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)
+5.00%
Peer Avg (YTD)
+5.54%
vs Peers
-0.54%

DWTNX Mutual Fund Performance

DWTNX performance across multiple time periods: 1-month -2.40%, YTD 5.00%, 1-year 25.77%, 3-year 14.13%, 5-year 10.30%, 10-year 8.49%.

DWTNX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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