DODWX Mutual Fund

NAV$17.49

Returns Overview

1 Month
+2.40%
3 Months
+5.68%
6 Months
+6.45%
YTD
+9.72%
1 Year
+18.84%
3 Years (annualized)
+15.80%
5 Years (annualized)
+10.13%
10 Years (annualized)
+12.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DODWX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+9.72%
Peer Avg (YTD)
+9.49%
vs Peers
+0.23%

DODWX Mutual Fund Performance

DODWX performance across multiple time periods: 1-month 2.40%, YTD 9.72%, 1-year 18.84%, 3-year 15.80%, 5-year 10.13%, 10-year 12.09%.

DODWX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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