DWOAX Mutual Fund

DWOAX Mutual Fund

NAV$18.43
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Returns Overview

1 Month
-5.83%
3 Months
-0.88%
6 Months
+1.95%
YTD
+4.08%
1 Year
+1.97%
3 Years (annualized)
+21.40%
5 Years (annualized)
+7.27%
10 Years (annualized)
+14.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DWOAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.08%
Peer Avg (YTD)
+4.64%
vs Peers
-0.56%

DWOAX Mutual Fund Performance

DWOAX performance across multiple time periods: 1-month -5.83%, YTD 4.08%, 1-year 1.97%, 3-year 21.40%, 5-year 7.27%, 10-year 14.90%.

DWOAX returns trail the peer average of 4.64% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

DWOAX vs another fund shows side-by-side returns. DWOAX alternatives are available in the Mutual Fund Screener.