DFRSX Mutual Fund

NAV$22.81

Returns Overview

1 Month
-4.13%
3 Months
+2.91%
6 Months
+0.56%
YTD
-0.74%
1 Year
+20.01%
3 Years (annualized)
+12.57%
5 Years (annualized)
+3.34%
10 Years (annualized)
+6.36%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Pacific ex Japan Small Cap Index(M1PCJSC)
This Mutual Fund (YTD)
-0.74%
Peer Avg (YTD)
+27.12%
vs Peers
-27.85%

DFRSX Mutual Fund Performance

DFRSX performance across multiple time periods: 1-month -4.13%, YTD -0.74%, 1-year 20.01%, 3-year 12.57%, 5-year 3.34%, 10-year 6.36%.

DFRSX returns trail the peer average of 27.12% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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