DFLYX Mutual Fund

DFLYX Mutual Fund

NAV$10.60
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Returns Overview

1 Month
-0.09%
3 Months
+0.75%
6 Months
+2.20%
YTD
+3.19%
1 Year
+3.61%
3 Years (annualized)
+7.40%
5 Years (annualized)
+6.11%
10 Years (annualized)
+4.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFLYX 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)
+3.19%
Peer Avg (YTD)
+1.93%
vs Peers
+1.26%

DFLYX Mutual Fund Performance

DFLYX performance across multiple time periods: 1-month -0.09%, YTD 3.19%, 1-year 3.61%, 3-year 7.40%, 5-year 6.11%, 10-year 4.80%.

DFLYX returns outperform the peer average of 1.93% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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