DFCSX Mutual Fund

NAV$41.13

Returns Overview

1 Month
-4.33%
3 Months
+5.30%
6 Months
+3.63%
YTD
+2.86%
1 Year
+8.77%
3 Years (annualized)
+14.93%
5 Years (annualized)
+6.69%
10 Years (annualized)
+10.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFCSX 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 Europe ex UK Small Cap Index
This Mutual Fund (YTD)
+2.86%
Peer Avg (YTD)
+18.52%
vs Peers
-15.67%

DFCSX Mutual Fund Performance

DFCSX performance across multiple time periods: 1-month -4.33%, YTD 2.86%, 1-year 8.77%, 3-year 14.93%, 5-year 6.69%, 10-year 10.26%.

DFCSX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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