DFISX Mutual Fund

DFISX Mutual Fund

NAV$28.83
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Returns Overview

1 Month
+2.08%
3 Months
+1.56%
6 Months
+3.09%
YTD
+8.15%
1 Year
+21.64%
3 Years (annualized)
+16.51%
5 Years (annualized)
+7.84%
10 Years (annualized)
+8.34%

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
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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 Small Cap Index (net dividends)
This Mutual Fund (YTD)
+8.15%
Peer Avg (YTD)
+8.67%
vs Peers
-0.52%

DFISX Mutual Fund Performance

DFISX performance across multiple time periods: 1-month 2.08%, YTD 8.15%, 1-year 21.64%, 3-year 16.51%, 5-year 7.84%, 10-year 8.34%.

DFISX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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