DFJSX Mutual Fund

NAV$33.87

Returns Overview

1 Month
-0.03%
3 Months
+7.53%
6 Months
+14.48%
YTD
+14.00%
1 Year
+29.26%
3 Years (annualized)
+20.00%
5 Years (annualized)
+9.93%
10 Years (annualized)
+8.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFJSX 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 Japan Small Cap Index (net dividends)
This Mutual Fund (YTD)
+14.00%
Peer Avg (YTD)
+21.82%
vs Peers
-7.82%

DFJSX Mutual Fund Performance

DFJSX performance across multiple time periods: 1-month -0.03%, YTD 14.00%, 1-year 29.26%, 3-year 20.00%, 5-year 9.93%, 10-year 8.68%.

DFJSX returns trail the peer average of 21.82% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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