DWOCX Mutual Fund

DWOCX Mutual Fund

NAV$14.68
See how much of DWOCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.13%
3 Months
+4.55%
6 Months
+21.73%
YTD
+9.96%
1 Year
+12.89%
3 Years (annualized)
+17.21%
5 Years (annualized)
+7.30%
10 Years (annualized)
+14.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DWOCX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+9.96%
Peer Avg (YTD)
+8.67%
vs Peers
+1.29%

DWOCX Mutual Fund Performance

DWOCX performance across multiple time periods: 1-month 3.13%, YTD 9.96%, 1-year 12.89%, 3-year 17.21%, 5-year 7.30%, 10-year 14.02%.

DWOCX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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