Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
DHWAX 0.14% NA NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 06/30/2025
More Performance Analytics Comparison
Name Start Date End Date
DHWAX 06/30/2025 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -0.10 NA NA NA NA NA NA 0.14 4.86
Sharpe Ratio NA NA NA NA NA NA NA -0.66 1.72
Standard Deviation(%) NA NA NA NA NA NA NA 3.65 4.12
Draw Down(%) NA NA NA NA NA NA NA 2.74 1.08
Yield(%) 0.00 3.79 1.26 0.76 0.38 0.25 0.19 1.70 2.04
Data as of 06/10/2026, Common starting date is 06/30/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DHWAX (DHWAX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DHWAX (DHWAX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return