DFWVX Mutual Fund

DFWVX Mutual Fund

NAV$19.83
See how much of DFWVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.20%
3 Months
+3.56%
6 Months
+12.03%
YTD
+16.00%
1 Year
+25.92%
3 Years (annualized)
+23.93%
5 Years (annualized)
+14.75%
10 Years (annualized)
+11.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFWVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World ex USA Value Index (net dividends)
This Mutual Fund (YTD)
+16.00%
Peer Avg (YTD)
+10.00%
vs Peers
+6.01%

DFWVX Mutual Fund Performance

DFWVX performance across multiple time periods: 1-month -2.20%, YTD 16.00%, 1-year 25.92%, 3-year 23.93%, 5-year 14.75%, 10-year 11.34%.

DFWVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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