DFCMX Mutual Fund

DFCMX Mutual Fund

NAV$10.20
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Returns Overview

1 Month
+0.11%
3 Months
+0.50%
6 Months
+0.72%
YTD
+1.04%
1 Year
+2.17%
3 Years (annualized)
+2.78%
5 Years (annualized)
+1.72%
10 Years (annualized)
+1.19%

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)
+1.04%
Peer Avg (YTD)
+0.39%
vs Peers
+0.65%

DFCMX Mutual Fund Performance

DFCMX performance across multiple time periods: 1-month 0.11%, YTD 1.04%, 1-year 2.17%, 3-year 2.78%, 5-year 1.72%, 10-year 1.19%.

DFCMX returns outperform the peer average of 0.39% 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.