DFIEX Mutual Fund

DFIEX Mutual Fund

NAV$23.25
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Returns Overview

1 Month
+2.32%
3 Months
+3.05%
6 Months
+6.48%
YTD
+12.09%
1 Year
+27.17%
3 Years (annualized)
+17.82%
5 Years (annualized)
+10.20%
10 Years (annualized)
+9.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFIEX 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 World ex USA Index (net dividends)
This Mutual Fund (YTD)
+12.09%
Peer Avg (YTD)
+9.42%
vs Peers
+2.67%

DFIEX Mutual Fund Performance

DFIEX performance across multiple time periods: 1-month 2.32%, YTD 12.09%, 1-year 27.17%, 3-year 17.82%, 5-year 10.20%, 10-year 9.87%.

DFIEX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

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