DFRAX Mutual Fund

DFRAX Mutual Fund

NAV$7.35
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Returns Overview

1 Month
+0.18%
3 Months
+0.79%
6 Months
+1.10%
YTD
+0.36%
1 Year
+4.44%
3 Years (annualized)
+6.86%
5 Years (annualized)
+4.75%
10 Years (annualized)
+4.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFRAX 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/LSTA Leveraged Loan Index (LLI)(SPBDALB)
This Mutual Fund (YTD)
+0.36%
Peer Avg (YTD)
+1.66%
vs Peers
-1.31%

DFRAX Mutual Fund Performance

DFRAX performance across multiple time periods: 1-month 0.18%, YTD 0.36%, 1-year 4.44%, 3-year 6.86%, 5-year 4.75%, 10-year 4.09%.

DFRAX returns trail the peer average of 1.66% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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