DFAIX Mutual Fund

DFAIX Mutual Fund

NAV$10.70
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Returns Overview

1 Month
+0.09%
3 Months
-0.19%
6 Months
+1.42%
YTD
+2.38%
1 Year
+3.54%
3 Years (annualized)
+5.46%
5 Years (annualized)
+3.57%
10 Years (annualized)
+3.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFAIX 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 1-5 Year US Treasury Inflation Protected Securities (TIPS) Index(BBGUS1T5YTTI)
This Mutual Fund (YTD)
+2.38%
Peer Avg (YTD)
+2.15%
vs Peers
+0.23%

DFAIX Mutual Fund Performance

DFAIX performance across multiple time periods: 1-month 0.09%, YTD 2.38%, 1-year 3.54%, 3-year 5.46%, 5-year 3.57%, 10-year 3.31%.

DFAIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.22%, investors should weigh costs against performance when evaluating this mutual fund.

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