DFCMX Mutual Fund

DFCMX Mutual Fund

NAV$10.21
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Returns Overview

1 Month
+0.89%
3 Months
+0.28%
6 Months
+0.78%
YTD
+1.33%
1 Year
+1.92%
3 Years (annualized)
+2.80%
5 Years (annualized)
+1.81%
10 Years (annualized)
+1.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFCMX 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
ICE BofA 1-3 Year California including Puerto Rico Municipal Securities Index(^IBAYFMSI)
This Mutual Fund (YTD)
+1.33%
Peer Avg (YTD)
-0.12%
vs Peers
+1.44%

DFCMX Mutual Fund Performance

DFCMX performance across multiple time periods: 1-month 0.89%, YTD 1.33%, 1-year 1.92%, 3-year 2.80%, 5-year 1.81%, 10-year 1.27%.

DFCMX returns outperform the peer average of -0.12% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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