DFESX Mutual Fund

DFESX Mutual Fund

NAV$23.16
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Returns Overview

1 Month
-7.68%
3 Months
+0.54%
6 Months
+8.12%
YTD
+16.47%
1 Year
+30.88%
3 Years (annualized)
+17.65%
5 Years (annualized)
+8.40%
10 Years (annualized)
+9.06%

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)
+16.47%
Peer Avg (YTD)
+17.66%
vs Peers
-1.19%

DFESX Mutual Fund Performance

DFESX performance across multiple time periods: 1-month -7.68%, YTD 16.47%, 1-year 30.88%, 3-year 17.65%, 5-year 8.40%, 10-year 9.06%.

DFESX returns trail the peer average of 17.66% 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.