DFDMX Mutual Fund

DFDMX Mutual Fund

NAV$35.91
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Returns Overview

1 Month
+7.71%
3 Months
+14.22%
6 Months
+7.28%
YTD
+3.20%
1 Year
-3.82%
3 Years (annualized)
+7.09%
5 Years (annualized)
+0.18%
10 Years (annualized)
+10.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFDMX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+3.20%
Peer Avg (YTD)
+9.89%
vs Peers
-6.69%

DFDMX Mutual Fund Performance

DFDMX performance across multiple time periods: 1-month 7.71%, YTD 3.20%, 1-year -3.82%, 3-year 7.09%, 5-year 0.18%, 10-year 10.71%.

DFDMX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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