DFAIX Mutual Fund

NAV$10.76

Returns Overview

1 Month
-0.19%
3 Months
+1.51%
6 Months
+2.38%
YTD
+2.38%
1 Year
+4.27%
3 Years (annualized)
+5.65%
5 Years (annualized)
+3.76%
10 Years (annualized)
+3.25%

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

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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
Bloomberg 1-5 Year US Treasury Inflation Protected Securities (TIPS) Index(BBGUS1T5YTTI)
This Mutual Fund (YTD)
+2.38%
Peer Avg (YTD)
+3.23%
vs Peers
-0.85%

DFAIX Mutual Fund Performance

DFAIX performance across multiple time periods: 1-month -0.19%, YTD 2.38%, 1-year 4.27%, 3-year 5.65%, 5-year 3.76%, 10-year 3.25%.

DFAIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.22%, investors should weigh costs against performance when evaluating this mutual fund.

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