DFMAX Mutual Fund

DFMAX Mutual Fund

NAV$39.06
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Returns Overview

1 Month
+2.18%
3 Months
+1.71%
6 Months
+5.79%
YTD
+6.90%
1 Year
+12.06%
3 Years (annualized)
+13.45%
5 Years (annualized)
+8.86%
10 Years (annualized)
+12.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFMAX 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
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📉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 1500 Index(^SP1500:SP)
This Mutual Fund (YTD)
+6.90%
Peer Avg (YTD)
+9.41%
vs Peers
-2.52%

DFMAX Mutual Fund Performance

DFMAX performance across multiple time periods: 1-month 2.18%, YTD 6.90%, 1-year 12.06%, 3-year 13.45%, 5-year 8.86%, 10-year 12.38%.

DFMAX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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