DFEOX Mutual Fund

NAV$56.87

Returns Overview

1 Month
+0.44%
3 Months
+14.02%
6 Months
+12.06%
YTD
+11.48%
1 Year
+23.69%
3 Years (annualized)
+19.57%
5 Years (annualized)
+12.48%
10 Years (annualized)
+14.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFEOX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.48%
Peer Avg (YTD)
+9.51%
vs Peers
+1.97%

DFEOX Mutual Fund Performance

DFEOX performance across multiple time periods: 1-month 0.44%, YTD 11.48%, 1-year 23.69%, 3-year 19.57%, 5-year 12.48%, 10-year 14.62%.

DFEOX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this mutual fund.

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