DFDPX Mutual Fund

DFDPX Mutual Fund

NAV$37.29
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Returns Overview

1 Month
+1.33%
3 Months
+2.13%
6 Months
+7.78%
YTD
+1.74%
1 Year
-0.10%
3 Years (annualized)
+12.98%
5 Years (annualized)
+5.64%
10 Years (annualized)
+16.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFDPX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.74%
Peer Avg (YTD)
+8.51%
vs Peers
-6.77%

DFDPX Mutual Fund Performance

DFDPX performance across multiple time periods: 1-month 1.33%, YTD 1.74%, 1-year -0.10%, 3-year 12.98%, 5-year 5.64%, 10-year 16.83%.

DFDPX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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