DFAAX Mutual Fund

DFAAX Mutual Fund

NAV$9.70
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Returns Overview

1 Month
-0.92%
3 Months
-0.09%
6 Months
+0.57%
YTD
+1.93%
1 Year
+3.16%
3 Years (annualized)
+5.69%
5 Years (annualized)
+1.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFAAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate Bond Hedged Index(^BBGABH)
This Mutual Fund (YTD)
+1.93%
Peer Avg (YTD)
+1.04%
vs Peers
+0.88%

DFAAX Mutual Fund Performance

DFAAX performance across multiple time periods: 1-month -0.92%, YTD 1.93%, 1-year 3.16%, 3-year 5.69%, 5-year 1.79%.

DFAAX returns outperform the peer average of 1.04% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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