DWOIX Mutual Fund

DWOIX Mutual Fund

NAV$18.92
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Returns Overview

1 Month
-5.77%
3 Months
-0.81%
6 Months
+2.11%
YTD
+4.35%
1 Year
+2.23%
3 Years (annualized)
+21.73%
5 Years (annualized)
+7.54%
10 Years (annualized)
+15.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DWOIX 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)
+4.35%
Peer Avg (YTD)
+4.64%
vs Peers
-0.29%

DWOIX Mutual Fund Performance

DWOIX performance across multiple time periods: 1-month -5.77%, YTD 4.35%, 1-year 2.23%, 3-year 21.73%, 5-year 7.54%, 10-year 15.19%.

DWOIX returns trail the peer average of 4.64% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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