DFLAX Mutual Fund

DFLAX Mutual Fund

NAV$10.66
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Returns Overview

1 Month
-0.02%
3 Months
+0.69%
6 Months
+2.07%
YTD
+2.98%
1 Year
+3.35%
3 Years (annualized)
+7.10%
5 Years (annualized)
+5.81%
10 Years (annualized)
+4.51%

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
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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)
+2.98%
Peer Avg (YTD)
+1.93%
vs Peers
+1.05%

DFLAX Mutual Fund Performance

DFLAX performance across multiple time periods: 1-month -0.02%, YTD 2.98%, 1-year 3.35%, 3-year 7.10%, 5-year 5.81%, 10-year 4.51%.

DFLAX returns outperform the peer average of 1.93% 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.