DFSGX Mutual Fund

NAV$25.68

Returns Overview

1 Month
+8.10%
3 Months
+15.91%
6 Months
+6.29%
YTD
+6.47%
1 Year
+6.25%
3 Years (annualized)
+6.90%
5 Years (annualized)
+0.85%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+6.47%
Peer Avg (YTD)
+18.52%
vs Peers
-12.05%

DFSGX Mutual Fund Performance

DFSGX performance across multiple time periods: 1-month 8.10%, YTD 6.47%, 1-year 6.25%, 3-year 6.90%, 5-year 0.85%.

DFSGX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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