DFFVX Mutual Fund

NAV$44.76

Returns Overview

1 Month
+4.36%
3 Months
+12.37%
6 Months
+18.48%
YTD
+17.44%
1 Year
+32.49%
3 Years (annualized)
+16.70%
5 Years (annualized)
+11.25%
10 Years (annualized)
+12.52%

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
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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+17.44%
Peer Avg (YTD)
+18.52%
vs Peers
-1.09%

DFFVX Mutual Fund Performance

DFFVX performance across multiple time periods: 1-month 4.36%, YTD 17.44%, 1-year 32.49%, 3-year 16.70%, 5-year 11.25%, 10-year 12.52%.

DFFVX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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