DFIVX Mutual Fund

DFIVX Mutual Fund

NAV$33.90
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Returns Overview

1 Month
+5.45%
3 Months
+4.82%
6 Months
+9.83%
YTD
+16.48%
1 Year
+37.39%
3 Years (annualized)
+22.60%
5 Years (annualized)
+16.12%
10 Years (annualized)
+12.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFIVX 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 Value Index (net dividends)
This Mutual Fund (YTD)
+16.48%
Peer Avg (YTD)
+11.41%
vs Peers
+5.07%

DFIVX Mutual Fund Performance

DFIVX performance across multiple time periods: 1-month 5.45%, YTD 16.48%, 1-year 37.39%, 3-year 22.60%, 5-year 16.12%, 10-year 12.10%.

DFIVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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