DFSGX Mutual Fund

DFSGX Mutual Fund

NAV$25.54
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Returns Overview

1 Month
-3.18%
3 Months
+6.38%
6 Months
+4.09%
YTD
+3.09%
1 Year
+0.37%
3 Years (annualized)
+4.60%
5 Years (annualized)
-0.23%
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
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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)
+3.09%
Peer Avg (YTD)
+15.31%
vs Peers
-12.22%

DFSGX Mutual Fund Performance

DFSGX performance across multiple time periods: 1-month -3.18%, YTD 3.09%, 1-year 0.37%, 3-year 4.60%, 5-year -0.23%, 10-year 8.98%.

DFSGX returns trail the peer average of 15.31% 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.