DFSPX Mutual Fund

DFSPX Mutual Fund

NAV$17.24
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Returns Overview

1 Month
+1.59%
3 Months
+3.60%
6 Months
+4.16%
YTD
+8.63%
1 Year
+21.25%
3 Years (annualized)
+16.21%
5 Years (annualized)
+8.17%
10 Years (annualized)
+9.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFSPX 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
MSCI World ex USA Index (net dividends)
This Mutual Fund (YTD)
+8.63%
Peer Avg (YTD)
+9.42%
vs Peers
-0.79%

DFSPX Mutual Fund Performance

DFSPX performance across multiple time periods: 1-month 1.59%, YTD 8.63%, 1-year 21.25%, 3-year 16.21%, 5-year 8.17%, 10-year 9.56%.

DFSPX returns trail the peer average of 9.42% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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