DFSMX Mutual Fund

DFSMX Mutual Fund

NAV$10.18
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Returns Overview

1 Month
+0.11%
3 Months
+0.52%
6 Months
+0.95%
YTD
+1.17%
1 Year
+2.25%
3 Years (annualized)
+2.86%
5 Years (annualized)
+1.88%
10 Years (annualized)
+1.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFSMX 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
ICE BofA 1-3 Year US Municipal Securities Index
This Mutual Fund (YTD)
+1.17%
Peer Avg (YTD)
+0.23%
vs Peers
+0.94%

DFSMX Mutual Fund Performance

DFSMX performance across multiple time periods: 1-month 0.11%, YTD 1.17%, 1-year 2.25%, 3-year 2.86%, 5-year 1.88%, 10-year 1.29%.

DFSMX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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