DFREX Mutual Fund

DFREX Mutual Fund

NAV$43.91
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Returns Overview

1 Month
+2.30%
3 Months
+4.15%
6 Months
+14.44%
YTD
+17.32%
1 Year
+18.87%
3 Years (annualized)
+10.08%
5 Years (annualized)
+3.19%
10 Years (annualized)
+5.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFREX 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
Dow Jones US Select REIT Index(DWUSRTF)
This Mutual Fund (YTD)
+17.32%
Peer Avg (YTD)
+12.53%
vs Peers
+4.79%

DFREX Mutual Fund Performance

DFREX performance across multiple time periods: 1-month 2.30%, YTD 17.32%, 1-year 18.87%, 3-year 10.08%, 5-year 3.19%, 10-year 5.48%.

DFREX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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