DFITX Mutual Fund

NAV$3.90

Returns Overview

1 Month
-0.79%
3 Months
+6.20%
6 Months
-0.53%
YTD
-0.79%
1 Year
+3.84%
3 Years (annualized)
+7.82%
5 Years (annualized)
-0.42%
10 Years (annualized)
+0.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFITX 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
S&P Global ex US REIT Index(1) (net dividends)
This Mutual Fund (YTD)
-0.79%
Peer Avg (YTD)
+11.24%
vs Peers
-12.03%

DFITX Mutual Fund Performance

DFITX performance across multiple time periods: 1-month -0.79%, YTD -0.79%, 1-year 3.84%, 3-year 7.82%, 5-year -0.42%, 10-year 0.63%.

DFITX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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