DWTNX Mutual Fund

DWTNX Mutual Fund

NAV$11.68
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Returns Overview

1 Month
+1.53%
3 Months
-3.55%
6 Months
-4.17%
YTD
+6.60%
1 Year
+23.63%
3 Years (annualized)
+15.85%
5 Years (annualized)
+10.35%
10 Years (annualized)
+8.94%

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
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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
Barclay Global Macro Index
This Mutual Fund (YTD)
+6.60%
Peer Avg (YTD)
+6.28%
vs Peers
+0.32%

DWTNX Mutual Fund Performance

DWTNX performance across multiple time periods: 1-month 1.53%, YTD 6.60%, 1-year 23.63%, 3-year 15.85%, 5-year 10.35%, 10-year 8.94%.

DWTNX returns outperform the peer average of 6.28% 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.