DFABX Mutual Fund

NAV$9.97
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Returns Overview

1 Month
+0.21%
3 Months
+0.61%
6 Months
+1.19%
YTD
+1.09%
1 Year
+2.54%
3 Years (annualized)
+2.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFABX 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
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📉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

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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
ICE BofA 1-3 Year US Municipal Securities Index
This Mutual Fund (YTD)
+1.09%
Peer Avg (YTD)
+1.79%
vs Peers
-0.69%

DFABX Mutual Fund Performance

DFABX performance across multiple time periods: 1-month 0.21%, YTD 1.09%, 1-year 2.54%, 3-year 2.93%.

DFABX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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