DFMIX Mutual Fund

NAV$38.84

Returns Overview

1 Month
-1.43%
3 Months
+8.05%
6 Months
+5.09%
YTD
+4.76%
1 Year
+11.36%
3 Years (annualized)
+13.89%
5 Years (annualized)
+9.43%
10 Years (annualized)
+13.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFMIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 1500 Index(^SP1500:SP)
This Mutual Fund (YTD)
+4.76%
Peer Avg (YTD)
+9.51%
vs Peers
-4.74%

DFMIX Mutual Fund Performance

DFMIX performance across multiple time periods: 1-month -1.43%, YTD 4.76%, 1-year 11.36%, 3-year 13.89%, 5-year 9.43%, 10-year 13.10%.

DFMIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

DFMIX performance comparison shows side-by-side returns with another fund. DFMIX alternatives are available in the Mutual Fund Screener.