DFLAX Mutual Fund

NAV$10.74

Returns Overview

1 Month
+0.02%
3 Months
+2.25%
6 Months
+1.78%
YTD
+1.68%
1 Year
+2.86%
3 Years (annualized)
+6.98%
5 Years (annualized)
+4.94%
10 Years (annualized)
+4.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFLAX 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 UBS Leveraged Loan Index
This Mutual Fund (YTD)
+1.68%
Peer Avg (YTD)
+3.23%
vs Peers
-1.54%

DFLAX Mutual Fund Performance

DFLAX performance across multiple time periods: 1-month 0.02%, YTD 1.68%, 1-year 2.86%, 3-year 6.98%, 5-year 4.94%, 10-year 4.19%.

DFLAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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