DFSGX Mutual Fund

DFSGX Mutual Fund

NAV$24.75
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Returns Overview

1 Month
+3.98%
3 Months
-1.66%
6 Months
+4.61%
YTD
+1.38%
1 Year
+1.72%
3 Years (annualized)
+9.51%
5 Years (annualized)
-1.79%
10 Years (annualized)
+8.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFSGX 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
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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)
+1.38%
Peer Avg (YTD)
+12.21%
vs Peers
-10.83%

DFSGX Mutual Fund Performance

DFSGX performance across multiple time periods: 1-month 3.98%, YTD 1.38%, 1-year 1.72%, 3-year 9.51%, 5-year -1.79%, 10-year 8.98%.

DFSGX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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