DFDSX Mutual Fund

DFDSX Mutual Fund

NAV$25.83
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Returns Overview

1 Month
-3.16%
3 Months
+6.34%
6 Months
+4.04%
YTD
+3.03%
1 Year
+0.25%
3 Years (annualized)
+4.50%
5 Years (annualized)
+0.12%
10 Years (annualized)
+8.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFDSX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+3.03%
Peer Avg (YTD)
+15.31%
vs Peers
-12.28%

DFDSX Mutual Fund Performance

DFDSX performance across multiple time periods: 1-month -3.16%, YTD 3.03%, 1-year 0.25%, 3-year 4.50%, 5-year 0.12%, 10-year 8.89%.

DFDSX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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