DFELX Mutual Fund

DFELX Mutual Fund

NAV$15.78
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Returns Overview

1 Month
-1.10%
3 Months
+1.38%
6 Months
+16.81%
YTD
+11.23%
1 Year
+14.43%
3 Years (annualized)
+22.36%
5 Years (annualized)
+12.08%
10 Years (annualized)
+14.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFELX 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)
+11.23%
Peer Avg (YTD)
+9.98%
vs Peers
+1.24%

DFELX Mutual Fund Performance

DFELX performance across multiple time periods: 1-month -1.10%, YTD 11.23%, 1-year 14.43%, 3-year 22.36%, 5-year 12.08%, 10-year 14.23%.

DFELX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this mutual fund.

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