DWUSX Mutual Fund

DWUSX Mutual Fund

NAV$22.26
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Returns Overview

1 Month
+0.47%
3 Months
+0.96%
6 Months
+4.73%
YTD
+11.65%
1 Year
+28.02%
3 Years (annualized)
+19.23%
5 Years (annualized)
+11.10%
10 Years (annualized)
+9.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DWUSX 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
MSCI All Country World ex USA SMID Value Index (net dividends)
This Mutual Fund (YTD)
+11.65%
Peer Avg (YTD)
+8.67%
vs Peers
+2.98%

DWUSX Mutual Fund Performance

DWUSX performance across multiple time periods: 1-month 0.47%, YTD 11.65%, 1-year 28.02%, 3-year 19.23%, 5-year 11.10%, 10-year 9.93%.

DWUSX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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