DFLCX Mutual Fund

DFLCX Mutual Fund

NAV$10.65
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Returns Overview

1 Month
+0.76%
3 Months
+1.23%
6 Months
+3.77%
YTD
+2.60%
1 Year
+3.20%
3 Years (annualized)
+5.85%
5 Years (annualized)
+4.56%
10 Years (annualized)
+3.50%

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
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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)
+2.60%
Peer Avg (YTD)
+2.15%
vs Peers
+0.45%

DFLCX Mutual Fund Performance

DFLCX performance across multiple time periods: 1-month 0.76%, YTD 2.60%, 1-year 3.20%, 3-year 5.85%, 5-year 4.56%, 10-year 3.50%.

DFLCX returns outperform the peer average of 2.15% 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.