DFNDX Mutual Fund

DFNDX Mutual Fund

NAV$11.69
See how much of DFNDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.19%
3 Months
-0.56%
6 Months
+4.01%
YTD
+8.69%
1 Year
+17.54%
3 Years (annualized)
+9.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFNDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Global 60/40 NR
This Mutual Fund (YTD)
+8.69%
Peer Avg (YTD)
+5.54%
vs Peers
+3.16%

DFNDX Mutual Fund Performance

DFNDX performance across multiple time periods: 1-month -0.19%, YTD 8.69%, 1-year 17.54%, 3-year 9.01%.

DFNDX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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