DFALX Mutual Fund

NAV$39.53

Returns Overview

1 Month
-0.40%
3 Months
+7.40%
6 Months
+10.22%
YTD
+9.08%
1 Year
+22.79%
3 Years (annualized)
+17.82%
5 Years (annualized)
+10.07%
10 Years (annualized)
+10.31%

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
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
MSCI World ex USA Index (net dividends)
This Mutual Fund (YTD)
+9.08%
Peer Avg (YTD)
+9.13%
vs Peers
-0.05%

DFALX Mutual Fund Performance

DFALX performance across multiple time periods: 1-month -0.40%, YTD 9.08%, 1-year 22.79%, 3-year 17.82%, 5-year 10.07%, 10-year 10.31%.

DFALX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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