DFITX Mutual Fund

DFITX Mutual Fund

NAV$3.85
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Returns Overview

1 Month
+3.71%
3 Months
+2.36%
6 Months
+0.51%
YTD
+2.89%
1 Year
+9.39%
3 Years (annualized)
+7.57%
5 Years (annualized)
-0.21%
10 Years (annualized)
+1.80%

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
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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
S&P Global ex US REIT Index(1) (net dividends)
This Mutual Fund (YTD)
+2.89%
Peer Avg (YTD)
+12.53%
vs Peers
-9.64%

DFITX Mutual Fund Performance

DFITX performance across multiple time periods: 1-month 3.71%, YTD 2.89%, 1-year 9.39%, 3-year 7.57%, 5-year -0.21%, 10-year 1.80%.

DFITX returns trail the peer average of 12.53% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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