DFMGX Mutual Fund

DFMGX Mutual Fund

NAV$37.27
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Returns Overview

1 Month
+2.90%
3 Months
+6.35%
6 Months
-3.61%
YTD
-4.10%
1 Year
-10.19%
3 Years (annualized)
+3.78%
5 Years (annualized)
-1.05%
10 Years (annualized)
+9.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFMGX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-4.10%
Peer Avg (YTD)
+9.54%
vs Peers
-13.64%

DFMGX Mutual Fund Performance

DFMGX performance across multiple time periods: 1-month 2.90%, YTD -4.10%, 1-year -10.19%, 3-year 3.78%, 5-year -1.05%, 10-year 9.25%.

DFMGX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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