DFRSX Mutual Fund

DFRSX Mutual Fund

NAV$22.36
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Returns Overview

1 Month
+6.91%
3 Months
+3.73%
6 Months
-0.26%
YTD
+8.80%
1 Year
+15.43%
3 Years (annualized)
+15.64%
5 Years (annualized)
+4.82%
10 Years (annualized)
+6.58%

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)
+8.80%
Peer Avg (YTD)
+21.86%
vs Peers
-13.06%

DFRSX Mutual Fund Performance

DFRSX performance across multiple time periods: 1-month 6.91%, YTD 8.80%, 1-year 15.43%, 3-year 15.64%, 5-year 4.82%, 10-year 6.58%.

DFRSX returns trail the peer average of 21.86% 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.