DFARX Mutual Fund

NAV$13.30

Returns Overview

1 Month
-0.32%
3 Months
+12.56%
6 Months
+11.17%
YTD
+10.51%
1 Year
+23.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFARX 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

This Mutual Fund (YTD)
+10.51%
Peer Avg (YTD)
+7.64%
vs Peers
+2.87%

DFARX Mutual Fund Performance

DFARX performance across multiple time periods: 1-month -0.32%, YTD 10.51%, 1-year 23.02%.

DFARX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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