DBFRX Mutual Fund

NAV$8.93

Returns Overview

1 Month
+0.03%
3 Months
+0.99%
6 Months
+2.66%
YTD
-0.08%
1 Year
+6.16%
3 Years (annualized)
+7.58%
5 Years (annualized)
+5.27%
10 Years (annualized)
+4.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DBFRX 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
S&P/LSTA Leveraged Loan Index (LLI)(SPBDALB)
This Mutual Fund (YTD)
-0.08%
Peer Avg (YTD)
+0.23%
vs Peers
-0.32%

DBFRX Mutual Fund Performance

DBFRX performance across multiple time periods: 1-month 0.03%, YTD -0.08%, 1-year 6.16%, 3-year 7.58%, 5-year 5.27%, 10-year 4.52%.

DBFRX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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