DFRTX Mutual Fund

DFRTX Mutual Fund

NAV$7.37
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Returns Overview

1 Month
-0.02%
3 Months
+0.70%
6 Months
+1.19%
YTD
+0.24%
1 Year
+4.53%
3 Years (annualized)
+7.07%
5 Years (annualized)
+4.97%
10 Years (annualized)
+4.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFRTX 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
S&P/LSTA Leveraged Loan Index (LLI)(SPBDALB)
This Mutual Fund (YTD)
+0.24%
Peer Avg (YTD)
+1.66%
vs Peers
-1.43%

DFRTX Mutual Fund Performance

DFRTX performance across multiple time periods: 1-month -0.02%, YTD 0.24%, 1-year 4.53%, 3-year 7.07%, 5-year 4.97%, 10-year 4.32%.

DFRTX returns trail the peer average of 1.66% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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