DFDMX Mutual Fund

DFDMX Mutual Fund

NAV$37.82
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Returns Overview

1 Month
+2.89%
3 Months
+6.33%
6 Months
-3.69%
YTD
-4.18%
1 Year
-10.27%
3 Years (annualized)
+3.69%
5 Years (annualized)
-1.11%
10 Years (annualized)
+9.99%

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)
-4.18%
Peer Avg (YTD)
+9.54%
vs Peers
-13.72%

DFDMX Mutual Fund Performance

DFDMX performance across multiple time periods: 1-month 2.89%, YTD -4.18%, 1-year -10.27%, 3-year 3.69%, 5-year -1.11%, 10-year 9.99%.

DFDMX returns trail the peer average of 9.54% 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.