DFFVX Mutual Fund

DFFVX Mutual Fund

NAV$44.48
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Returns Overview

1 Month
+1.27%
3 Months
+5.81%
6 Months
+12.61%
YTD
+19.98%
1 Year
+32.90%
3 Years (annualized)
+14.54%
5 Years (annualized)
+11.94%
10 Years (annualized)
+12.11%

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)
+19.98%
Peer Avg (YTD)
+15.31%
vs Peers
+4.67%

DFFVX Mutual Fund Performance

DFFVX performance across multiple time periods: 1-month 1.27%, YTD 19.98%, 1-year 32.90%, 3-year 14.54%, 5-year 11.94%, 10-year 12.11%.

DFFVX returns outperform the peer average of 15.31% 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.