DFSHX Mutual Fund

NAV$9.41

Returns Overview

1 Month
-0.32%
3 Months
+1.30%
6 Months
+1.41%
YTD
+1.41%
1 Year
+3.72%
3 Years (annualized)
+5.06%
5 Years (annualized)
+1.95%
10 Years (annualized)
+2.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFSHX 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
FTSE World Government Bond Index 13 Years, in USD Terms (Unhedged)
This Mutual Fund (YTD)
+1.41%
Peer Avg (YTD)
+0.99%
vs Peers
+0.41%

DFSHX Mutual Fund Performance

DFSHX performance across multiple time periods: 1-month -0.32%, YTD 1.41%, 1-year 3.72%, 3-year 5.06%, 5-year 1.95%, 10-year 2.01%.

DFSHX returns outperform the peer average of 0.99% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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