DFLEX Mutual Fund

DFLEX Mutual Fund

NAV$8.56
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Returns Overview

1 Month
+0.23%
3 Months
+0.28%
6 Months
+0.54%
YTD
+1.58%
1 Year
+2.59%
3 Years (annualized)
+6.96%
5 Years (annualized)
+3.04%
10 Years (annualized)
+3.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFLEX 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
ICE BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
+1.58%
Peer Avg (YTD)
+1.93%
vs Peers
-0.35%

DFLEX Mutual Fund Performance

DFLEX performance across multiple time periods: 1-month 0.23%, YTD 1.58%, 1-year 2.59%, 3-year 6.96%, 5-year 3.04%, 10-year 3.37%.

DFLEX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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