DFFVX Mutual Fund

DFFVX Mutual Fund

NAV$42.32
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Returns Overview

1 Month
+0.16%
3 Months
+5.85%
6 Months
+9.65%
YTD
+20.17%
1 Year
+22.96%
3 Years (annualized)
+16.19%
5 Years (annualized)
+11.63%
10 Years (annualized)
+11.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFFVX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+20.17%
Peer Avg (YTD)
+15.20%
vs Peers
+4.97%

DFFVX Mutual Fund Performance

DFFVX performance across multiple time periods: 1-month 0.16%, YTD 20.17%, 1-year 22.96%, 3-year 16.19%, 5-year 11.63%, 10-year 11.72%.

DFFVX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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