DAFGX Mutual Fund

NAV$36.33

Returns Overview

1 Month
-1.41%
3 Months
+21.82%
6 Months
+2.39%
YTD
+3.33%
1 Year
-2.74%
3 Years (annualized)
+17.89%
5 Years (annualized)
+9.29%
10 Years (annualized)
+18.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DAFGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar Large Cap Growth Category
This Mutual Fund (YTD)
+3.33%
Peer Avg (YTD)
+8.97%
vs Peers
-5.64%

DAFGX Mutual Fund Performance

DAFGX performance across multiple time periods: 1-month -1.41%, YTD 3.33%, 1-year -2.74%, 3-year 17.89%, 5-year 9.29%, 10-year 18.75%.

DAFGX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

DAFGX performance comparison shows side-by-side returns with another fund. DAFGX alternatives are available in the Mutual Fund Screener.