DFSIX Mutual Fund

DFSIX Mutual Fund

NAV$57.24
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Returns Overview

1 Month
+0.75%
3 Months
+4.70%
6 Months
+7.12%
YTD
+8.16%
1 Year
+17.98%
3 Years (annualized)
+17.71%
5 Years (annualized)
+11.43%
10 Years (annualized)
+14.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFSIX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.16%
Peer Avg (YTD)
+9.41%
vs Peers
-1.25%

DFSIX Mutual Fund Performance

DFSIX performance across multiple time periods: 1-month 0.75%, YTD 8.16%, 1-year 17.98%, 3-year 17.71%, 5-year 11.43%, 10-year 14.71%.

DFSIX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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