DFRSX Mutual Fund

DFRSX Mutual Fund

NAV$23.77
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Returns Overview

1 Month
+1.20%
3 Months
-2.76%
6 Months
-4.88%
YTD
+1.77%
1 Year
+18.63%
3 Years (annualized)
+11.38%
5 Years (annualized)
+3.90%
10 Years (annualized)
+5.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFRSX 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
MSCI Pacific ex Japan Small Cap Index(M1PCJSC)
This Mutual Fund (YTD)
+1.77%
Peer Avg (YTD)
+19.42%
vs Peers
-17.65%

DFRSX Mutual Fund Performance

DFRSX performance across multiple time periods: 1-month 1.20%, YTD 1.77%, 1-year 18.63%, 3-year 11.38%, 5-year 3.90%, 10-year 5.78%.

DFRSX returns trail the peer average of 19.42% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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