DFREX Mutual Fund

DFREX Mutual Fund

NAV$42.00
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Returns Overview

1 Month
-2.98%
3 Months
+0.82%
6 Months
+3.40%
YTD
+13.82%
1 Year
+11.82%
3 Years (annualized)
+10.19%
5 Years (annualized)
+2.15%
10 Years (annualized)
+5.51%

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
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
Dow Jones US Select REIT Index(DWUSRTF)
This Mutual Fund (YTD)
+13.82%
Peer Avg (YTD)
+9.10%
vs Peers
+4.73%

DFREX Mutual Fund Performance

DFREX performance across multiple time periods: 1-month -2.98%, YTD 13.82%, 1-year 11.82%, 3-year 10.19%, 5-year 2.15%, 10-year 5.51%.

DFREX returns outperform the peer average of 9.10% 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.