DWTFX Mutual Fund

NAV$11.59

Returns Overview

1 Month
-2.62%
3 Months
+6.83%
6 Months
+8.20%
YTD
+7.51%
1 Year
+28.84%
3 Years (annualized)
+16.06%
5 Years (annualized)
+14.31%
10 Years (annualized)
+10.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DWTFX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Barclay Global Macro Index
This Mutual Fund (YTD)
+7.51%
Peer Avg (YTD)
+5.87%
vs Peers
+1.65%

DWTFX Mutual Fund Performance

DWTFX performance across multiple time periods: 1-month -2.62%, YTD 7.51%, 1-year 28.84%, 3-year 16.06%, 5-year 14.31%, 10-year 10.51%.

DWTFX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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