DWAFX Mutual Fund

NAV$12.71

Returns Overview

1 Month
-3.65%
3 Months
+3.01%
6 Months
+7.82%
YTD
+6.82%
1 Year
+20.41%
3 Years (annualized)
+9.77%
5 Years (annualized)
+5.52%
10 Years (annualized)
+7.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DWAFX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Morningstar Global Flexible Allocation EW Index
This Mutual Fund (YTD)
+6.82%
Peer Avg (YTD)
+5.93%
vs Peers
+0.89%

DWAFX Mutual Fund Performance

DWAFX performance across multiple time periods: 1-month -3.65%, YTD 6.82%, 1-year 20.41%, 3-year 9.77%, 5-year 5.52%, 10-year 7.21%.

DWAFX returns outperform the peer average of 5.93% YTD. With an expense ratio of 2.37%, investors should weigh costs against performance when evaluating this mutual fund.

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