DFLCX Mutual Fund

DFLCX Mutual Fund

NAV$10.64
See how much of DFLCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.08%
3 Months
+0.50%
6 Months
+1.69%
YTD
+2.34%
1 Year
+2.60%
3 Years (annualized)
+6.29%
5 Years (annualized)
+5.02%
10 Years (annualized)
+3.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFLCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P UBS Leveraged Loan Index
This Mutual Fund (YTD)
+2.34%
Peer Avg (YTD)
+1.93%
vs Peers
+0.41%

DFLCX Mutual Fund Performance

DFLCX performance across multiple time periods: 1-month -0.08%, YTD 2.34%, 1-year 2.60%, 3-year 6.29%, 5-year 5.02%, 10-year 3.73%.

DFLCX returns outperform the peer average of 1.93% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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