DFMAX Mutual Fund

DFMAX Mutual Fund

NAV$37.79
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Returns Overview

1 Month
+0.27%
3 Months
-0.63%
6 Months
+1.07%
YTD
+6.22%
1 Year
+6.61%
3 Years (annualized)
+15.94%
5 Years (annualized)
+8.05%
10 Years (annualized)
+12.36%

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)
+6.22%
Peer Avg (YTD)
+9.28%
vs Peers
-3.06%

DFMAX Mutual Fund Performance

DFMAX performance across multiple time periods: 1-month 0.27%, YTD 6.22%, 1-year 6.61%, 3-year 15.94%, 5-year 8.05%, 10-year 12.36%.

DFMAX returns trail the peer average of 9.28% 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.