DOXWX Mutual Fund

DOXWX Mutual Fund

NAV$17.48
See how much of DOXWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.74%
3 Months
-0.87%
6 Months
+9.07%
YTD
+7.15%
1 Year
+12.27%
3 Years (annualized)
+16.15%
5 Years (annualized)
+11.45%
10 Years (annualized)
+12.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DOXWX 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 ACWI Index (Net)
This Mutual Fund (YTD)
+7.15%
Peer Avg (YTD)
+10.00%
vs Peers
-2.84%

DOXWX Mutual Fund Performance

DOXWX performance across multiple time periods: 1-month -4.74%, YTD 7.15%, 1-year 12.27%, 3-year 16.15%, 5-year 11.45%, 10-year 12.18%.

DOXWX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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