DFLEX Mutual Fund

DFLEX Mutual Fund

NAV$8.54
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Returns Overview

1 Month
+0.43%
3 Months
+0.69%
6 Months
+1.27%
YTD
+2.19%
1 Year
+4.17%
3 Years (annualized)
+7.03%
5 Years (annualized)
+3.12%
10 Years (annualized)
+3.51%

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)
+2.19%
Peer Avg (YTD)
+2.15%
vs Peers
+0.04%

DFLEX Mutual Fund Performance

DFLEX performance across multiple time periods: 1-month 0.43%, YTD 2.19%, 1-year 4.17%, 3-year 7.03%, 5-year 3.12%, 10-year 3.51%.

DFLEX returns outperform the peer average of 2.15% 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.