DWANX Mutual Fund

NAV$12.97

Returns Overview

1 Month
-3.62%
3 Months
+3.08%
6 Months
+7.95%
YTD
+6.97%
1 Year
+20.71%
3 Years (annualized)
+10.07%
5 Years (annualized)
+5.75%
10 Years (annualized)
+6.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DWANX 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
Morningstar Global Flexible Allocation EW Index
This Mutual Fund (YTD)
+6.97%
Peer Avg (YTD)
+5.93%
vs Peers
+1.04%

DWANX Mutual Fund Performance

DWANX performance across multiple time periods: 1-month -3.62%, YTD 6.97%, 1-year 20.71%, 3-year 10.07%, 5-year 5.75%, 10-year 6.61%.

DWANX returns outperform the peer average of 5.93% YTD. With an expense ratio of 2.12%, investors should weigh costs against performance when evaluating this mutual fund.

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