DFSIX Mutual Fund

DFSIX Mutual Fund

NAV$57.65
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Returns Overview

1 Month
+2.23%
3 Months
+3.12%
6 Months
+10.09%
YTD
+10.02%
1 Year
+17.15%
3 Years (annualized)
+18.11%
5 Years (annualized)
+9.80%
10 Years (annualized)
+12.93%

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
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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)
+10.02%
Peer Avg (YTD)
+11.21%
vs Peers
-1.19%

DFSIX Mutual Fund Performance

DFSIX performance across multiple time periods: 1-month 2.23%, YTD 10.02%, 1-year 17.15%, 3-year 18.11%, 5-year 9.80%, 10-year 12.93%.

DFSIX returns trail the peer average of 11.21% 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.