DFIV ETF

DFIV ETF
$58.02
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Returns Overview

1 Month
+5.99%
3 Months
+5.54%
6 Months
+9.80%
YTD
+16.67%
1 Year
+36.86%
3 Years (annualized)
+22.75%
5 Years (annualized)
+16.15%
10 Years (annualized)
+12.08%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would DFIV 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
MSCI World ex USA Value Index (net dividends)
This ETF (YTD)
+16.67%
Peer Avg (YTD)
+11.41%
vs Peers
+5.26%

DFIV ETF Performance

DFIV performance across multiple time periods: 1-month 5.99%, YTD 16.67%, 1-year 36.86%, 3-year 22.75%, 5-year 16.15%, 10-year 12.08%.

DFIV returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this ETF.

DFIV vs another fund shows side-by-side returns. DFIV alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+5.99%N/A
3 Months+5.54%N/A
6 Months+9.80%N/A
1 Year+36.86%N/A
3 Years+22.75%N/A
5 Years+16.15%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized