DFIEX Mutual Fund

NAV$22.88

Returns Overview

1 Month
-1.52%
3 Months
+6.57%
6 Months
+9.55%
YTD
+8.53%
1 Year
+22.66%
3 Years (annualized)
+18.40%
5 Years (annualized)
+9.93%
10 Years (annualized)
+10.17%

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

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI World ex USA Index (net dividends)
This Mutual Fund (YTD)
+8.53%
Peer Avg (YTD)
+9.13%
vs Peers
-0.60%

DFIEX Mutual Fund Performance

DFIEX performance across multiple time periods: 1-month -1.52%, YTD 8.53%, 1-year 22.66%, 3-year 18.40%, 5-year 9.93%, 10-year 10.17%.

DFIEX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

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