DAFRX Mutual Fund

DAFRX Mutual Fund

NAV$8.26
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Returns Overview

1 Month
+0.91%
3 Months
+1.21%
6 Months
+3.91%
YTD
+3.26%
1 Year
+3.69%
3 Years (annualized)
+6.50%
5 Years (annualized)
+5.25%
10 Years (annualized)
+3.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DAFRX 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
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🏦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
Morningstar LSTA US Leveraged Loan Total Return Index
This Mutual Fund (YTD)
+3.26%
Peer Avg (YTD)
+2.15%
vs Peers
+1.10%

DAFRX Mutual Fund Performance

DAFRX performance across multiple time periods: 1-month 0.91%, YTD 3.26%, 1-year 3.69%, 3-year 6.50%, 5-year 5.25%, 10-year 3.86%.

DAFRX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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