DFSIX Mutual Fund

NAV$58.71

Returns Overview

1 Month
+0.37%
3 Months
+13.82%
6 Months
+7.76%
YTD
+7.35%
1 Year
+19.57%
3 Years (annualized)
+18.94%
5 Years (annualized)
+11.70%
10 Years (annualized)
+14.93%

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
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 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.35%
Peer Avg (YTD)
+9.51%
vs Peers
-2.15%

DFSIX Mutual Fund Performance

DFSIX performance across multiple time periods: 1-month 0.37%, YTD 7.35%, 1-year 19.57%, 3-year 18.94%, 5-year 11.70%, 10-year 14.93%.

DFSIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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