DFEQX Mutual Fund

NAV$10.41

Returns Overview

1 Month
+0.34%
3 Months
+1.37%
6 Months
+1.75%
YTD
+1.75%
1 Year
+4.06%
3 Years (annualized)
+5.18%
5 Years (annualized)
+2.26%
10 Years (annualized)
+1.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFEQX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA 1-5 Year US Corporate & Government Index(ICEB15YUCGI)
This Mutual Fund (YTD)
+1.75%
Peer Avg (YTD)
+3.23%
vs Peers
-1.47%

DFEQX Mutual Fund Performance

DFEQX performance across multiple time periods: 1-month 0.34%, YTD 1.75%, 1-year 4.06%, 3-year 5.18%, 5-year 2.26%, 10-year 1.80%.

DFEQX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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