DFESX Mutual Fund

DFESX Mutual Fund

NAV$20.10
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Returns Overview

1 Month
-8.71%
3 Months
-3.40%
6 Months
-2.88%
YTD
+10.35%
1 Year
+13.75%
3 Years (annualized)
+20.69%
5 Years (annualized)
+7.97%
10 Years (annualized)
+8.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFESX 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
MSCI Emerging Markets Index (net dividends)
This Mutual Fund (YTD)
+10.35%
Peer Avg (YTD)
+9.82%
vs Peers
+0.53%

DFESX Mutual Fund Performance

DFESX performance across multiple time periods: 1-month -8.71%, YTD 10.35%, 1-year 13.75%, 3-year 20.69%, 5-year 7.97%, 10-year 8.19%.

DFESX returns outperform the peer average of 9.82% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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