DFMPX Mutual Fund

DFMPX Mutual Fund

NAV$10.08
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Returns Overview

1 Month
+2.35%
3 Months
+0.11%
6 Months
-0.27%
YTD
+0.13%
1 Year
+0.80%
3 Years (annualized)
+3.16%
5 Years (annualized)
+0.78%
10 Years (annualized)
+1.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFMPX 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
S&P Intermediate Term National AMT Free Municipal Bond Index(^SPMUNIM)
This Mutual Fund (YTD)
+0.13%
Peer Avg (YTD)
-0.87%
vs Peers
+1.00%

DFMPX Mutual Fund Performance

DFMPX performance across multiple time periods: 1-month 2.35%, YTD 0.13%, 1-year 0.80%, 3-year 3.16%, 5-year 0.78%, 10-year 1.14%.

DFMPX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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