DFISX Mutual Fund

NAV$28.18

Returns Overview

1 Month
-3.36%
3 Months
+5.47%
6 Months
+6.52%
YTD
+5.94%
1 Year
+18.00%
3 Years (annualized)
+17.27%
5 Years (annualized)
+7.81%
10 Years (annualized)
+8.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFISX 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
MSCI World ex USA Small Cap Index (net dividends)
This Mutual Fund (YTD)
+5.94%
Peer Avg (YTD)
+9.16%
vs Peers
-3.22%

DFISX Mutual Fund Performance

DFISX performance across multiple time periods: 1-month -3.36%, YTD 5.94%, 1-year 18.00%, 3-year 17.27%, 5-year 7.81%, 10-year 8.73%.

DFISX returns trail the peer average of 9.16% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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