DWTFX Mutual Fund

DWTFX Mutual Fund

NAV$11.46
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Returns Overview

1 Month
-2.30%
3 Months
-3.28%
6 Months
+3.33%
YTD
+3.98%
1 Year
+14.37%
3 Years (annualized)
+15.59%
5 Years (annualized)
+13.92%
10 Years (annualized)
+10.55%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦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

Benchmark
Barclay Global Macro Index
This Mutual Fund (YTD)
+3.98%
Peer Avg (YTD)
+4.97%
vs Peers
-0.98%

DWTFX Mutual Fund Performance

DWTFX performance across multiple time periods: 1-month -2.30%, YTD 3.98%, 1-year 14.37%, 3-year 15.59%, 5-year 13.92%, 10-year 10.55%.

DWTFX returns trail the peer average of 4.97% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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