DOXWX Mutual Fund

NAV$17.50

Returns Overview

1 Month
+2.40%
3 Months
+5.68%
6 Months
+6.45%
YTD
+9.79%
1 Year
+18.94%
3 Years (annualized)
+15.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DOXWX 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)
+9.79%
Peer Avg (YTD)
+9.49%
vs Peers
+0.30%

DOXWX Mutual Fund Performance

DOXWX performance across multiple time periods: 1-month 2.40%, YTD 9.79%, 1-year 18.94%, 3-year 15.90%.

DOXWX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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