DFDMX Mutual Fund

NAV$36.57

Returns Overview

1 Month
+3.07%
3 Months
+6.92%
6 Months
-7.25%
YTD
-6.87%
1 Year
-9.43%
3 Years (annualized)
+3.41%
5 Years (annualized)
-0.93%
10 Years (annualized)
+10.02%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-6.87%
Peer Avg (YTD)
+10.82%
vs Peers
-17.69%

DFDMX Mutual Fund Performance

DFDMX performance across multiple time periods: 1-month 3.07%, YTD -6.87%, 1-year -9.43%, 3-year 3.41%, 5-year -0.93%, 10-year 10.02%.

DFDMX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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