DFMPX Mutual Fund

DFMPX Mutual Fund

NAV$10.00
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Returns Overview

1 Month
-0.98%
3 Months
-0.38%
6 Months
-0.67%
YTD
+0.03%
1 Year
+2.75%
3 Years (annualized)
+2.46%
5 Years (annualized)
+0.61%
10 Years (annualized)
+1.11%

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
PROUpgrade to run
🏦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)
+0.03%
Peer Avg (YTD)
+0.23%
vs Peers
-0.21%

DFMPX Mutual Fund Performance

DFMPX performance across multiple time periods: 1-month -0.98%, YTD 0.03%, 1-year 2.75%, 3-year 2.46%, 5-year 0.61%, 10-year 1.11%.

DFMPX returns trail the peer average of 0.23% 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.