DWATX Mutual Fund

NAV$11.13

Returns Overview

1 Month
-3.64%
3 Months
+2.87%
6 Months
+7.45%
YTD
+6.42%
1 Year
+19.54%
3 Years (annualized)
+8.98%
5 Years (annualized)
+4.84%
10 Years (annualized)
+7.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DWATX 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)
+6.42%
Peer Avg (YTD)
+5.93%
vs Peers
+0.48%

DWATX Mutual Fund Performance

DWATX performance across multiple time periods: 1-month -3.64%, YTD 6.42%, 1-year 19.54%, 3-year 8.98%, 5-year 4.84%, 10-year 7.33%.

DWATX returns outperform the peer average of 5.93% YTD. With an expense ratio of 3.12%, investors should weigh costs against performance when evaluating this mutual fund.

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