DFSPX Mutual Fund

NAV$17.80

Returns Overview

1 Month
-0.16%
3 Months
+8.15%
6 Months
+6.93%
YTD
+5.94%
1 Year
+16.88%
3 Years (annualized)
+16.67%
5 Years (annualized)
+8.12%
10 Years (annualized)
+9.91%

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
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
MSCI World ex USA Index (net dividends)
This Mutual Fund (YTD)
+5.94%
Peer Avg (YTD)
+9.13%
vs Peers
-3.19%

DFSPX Mutual Fund Performance

DFSPX performance across multiple time periods: 1-month -0.16%, YTD 5.94%, 1-year 16.88%, 3-year 16.67%, 5-year 8.12%, 10-year 9.91%.

DFSPX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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