DFMIX Mutual Fund

DFMIX Mutual Fund

NAV$38.02
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Returns Overview

1 Month
+2.18%
3 Months
+1.80%
6 Months
+5.91%
YTD
+7.05%
1 Year
+12.32%
3 Years (annualized)
+13.30%
5 Years (annualized)
+9.13%
10 Years (annualized)
+12.66%

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
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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)
+7.05%
Peer Avg (YTD)
+9.41%
vs Peers
-2.37%

DFMIX Mutual Fund Performance

DFMIX performance across multiple time periods: 1-month 2.18%, YTD 7.05%, 1-year 12.32%, 3-year 13.30%, 5-year 9.13%, 10-year 12.66%.

DFMIX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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