DFSCX Mutual Fund

DFSCX Mutual Fund

NAV$38.77
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Returns Overview

1 Month
-1.81%
3 Months
+7.58%
6 Months
+16.23%
YTD
+22.33%
1 Year
+36.41%
3 Years (annualized)
+16.24%
5 Years (annualized)
+10.80%
10 Years (annualized)
+11.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFSCX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+22.33%
Peer Avg (YTD)
+15.31%
vs Peers
+7.02%

DFSCX Mutual Fund Performance

DFSCX performance across multiple time periods: 1-month -1.81%, YTD 22.33%, 1-year 36.41%, 3-year 16.24%, 5-year 10.80%, 10-year 11.77%.

DFSCX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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