DFLAX Mutual Fund

DFLAX Mutual Fund

NAV$10.79
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Returns Overview

1 Month
+0.58%
3 Months
+1.37%
6 Months
+2.27%
YTD
+2.27%
1 Year
+3.71%
3 Years (annualized)
+6.77%
5 Years (annualized)
+5.10%
10 Years (annualized)
+4.11%

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
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📉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 UBS Leveraged Loan Index
This Mutual Fund (YTD)
+2.27%
Peer Avg (YTD)
+0.12%
vs Peers
+2.15%

DFLAX Mutual Fund Performance

DFLAX performance across multiple time periods: 1-month 0.58%, YTD 2.27%, 1-year 3.71%, 3-year 6.77%, 5-year 5.10%, 10-year 4.11%.

DFLAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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