DFMLX Mutual Fund

NAV$36.94

Returns Overview

1 Month
+3.10%
3 Months
+6.98%
6 Months
-7.16%
YTD
-6.78%
1 Year
-9.27%
3 Years (annualized)
+3.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFMLX 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
PROUpgrade to run

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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-6.78%
Peer Avg (YTD)
+10.82%
vs Peers
-17.60%

DFMLX Mutual Fund Performance

DFMLX performance across multiple time periods: 1-month 3.10%, YTD -6.78%, 1-year -9.27%, 3-year 3.57%.

DFMLX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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