DFALX Mutual Fund

DFALX Mutual Fund

NAV$38.07
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Returns Overview

1 Month
+0.37%
3 Months
-1.06%
6 Months
+2.51%
YTD
+10.07%
1 Year
+16.32%
3 Years (annualized)
+21.14%
5 Years (annualized)
+9.82%
10 Years (annualized)
+9.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFALX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World ex USA Index (net dividends)
This Mutual Fund (YTD)
+10.07%
Peer Avg (YTD)
+8.05%
vs Peers
+2.02%

DFALX Mutual Fund Performance

DFALX performance across multiple time periods: 1-month 0.37%, YTD 10.07%, 1-year 16.32%, 3-year 21.14%, 5-year 9.82%, 10-year 9.97%.

DFALX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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