DHWIX Mutual Fund

DHWIX Mutual Fund

NAV$9.74
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Returns Overview

1 Month
-2.34%
3 Months
-3.13%
6 Months
-2.46%
YTD
-2.12%
1 Year
-1.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DHWIX 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

This Mutual Fund (YTD)
-2.12%
Peer Avg (YTD)
+0.50%
vs Peers
-2.62%

DHWIX Mutual Fund Performance

DHWIX performance across multiple time periods: 1-month -2.34%, YTD -2.12%, 1-year -1.17%.

DHWIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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