DWOCX Mutual Fund

DWOCX Mutual Fund

NAV$13.17
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Returns Overview

1 Month
-5.94%
3 Months
-1.09%
6 Months
+1.54%
YTD
+3.43%
1 Year
+1.17%
3 Years (annualized)
+20.55%
5 Years (annualized)
+6.39%
10 Years (annualized)
+14.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DWOCX 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)
+3.43%
Peer Avg (YTD)
+4.64%
vs Peers
-1.21%

DWOCX Mutual Fund Performance

DWOCX performance across multiple time periods: 1-month -5.94%, YTD 3.43%, 1-year 1.17%, 3-year 20.55%, 5-year 6.39%, 10-year 14.07%.

DWOCX returns trail the peer average of 4.64% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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