DWUSX Mutual Fund

NAV$21.97

Returns Overview

1 Month
-2.47%
3 Months
+7.47%
6 Months
+11.12%
YTD
+10.10%
1 Year
+27.42%
3 Years (annualized)
+21.11%
5 Years (annualized)
+9.70%
10 Years (annualized)
+10.10%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
MSCI All Country World ex USA SMID Value Index (net dividends)
This Mutual Fund (YTD)
+10.10%
Peer Avg (YTD)
+9.16%
vs Peers
+0.94%

DWUSX Mutual Fund Performance

DWUSX performance across multiple time periods: 1-month -2.47%, YTD 10.10%, 1-year 27.42%, 3-year 21.11%, 5-year 9.70%, 10-year 10.10%.

DWUSX returns outperform the peer average of 9.16% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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