DFCMX Mutual Fund

DFCMX Mutual Fund

NAV$10.14
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Returns Overview

1 Month
-0.78%
3 Months
-0.50%
6 Months
+0.08%
YTD
+0.43%
1 Year
+1.04%
3 Years (annualized)
+2.78%
5 Years (annualized)
+1.78%
10 Years (annualized)
+1.22%

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)
+0.43%
Peer Avg (YTD)
-3.88%
vs Peers
+4.31%

DFCMX Mutual Fund Performance

DFCMX performance across multiple time periods: 1-month -0.78%, YTD 0.43%, 1-year 1.04%, 3-year 2.78%, 5-year 1.78%, 10-year 1.22%.

DFCMX returns outperform the peer average of -3.88% 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.