DWUSX Mutual Fund

DWUSX Mutual Fund

NAV$21.86
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Returns Overview

1 Month
+6.05%
3 Months
+3.92%
6 Months
+4.26%
YTD
+18.41%
1 Year
+29.28%
3 Years (annualized)
+22.88%
5 Years (annualized)
+12.06%
10 Years (annualized)
+10.48%

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)
+18.41%
Peer Avg (YTD)
+9.98%
vs Peers
+8.43%

DWUSX Mutual Fund Performance

DWUSX performance across multiple time periods: 1-month 6.05%, YTD 18.41%, 1-year 29.28%, 3-year 22.88%, 5-year 12.06%, 10-year 10.48%.

DWUSX returns outperform the peer average of 9.98% 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.