DFESX Mutual Fund

DFESX Mutual Fund

NAV$21.95
See how much of DFESX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.19%
3 Months
-2.31%
6 Months
+20.37%
YTD
+20.87%
1 Year
+28.23%
3 Years (annualized)
+22.14%
5 Years (annualized)
+9.31%
10 Years (annualized)
+9.60%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+20.87%
Peer Avg (YTD)
+20.48%
vs Peers
+0.39%

DFESX Mutual Fund Performance

DFESX performance across multiple time periods: 1-month -0.19%, YTD 20.87%, 1-year 28.23%, 3-year 22.14%, 5-year 9.31%, 10-year 9.60%.

DFESX returns outperform the peer average of 20.48% 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.