DFSTX Mutual Fund

DFSTX Mutual Fund

NAV$60.62
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Returns Overview

1 Month
-1.70%
3 Months
+5.29%
6 Months
+11.66%
YTD
+17.73%
1 Year
+27.15%
3 Years (annualized)
+13.90%
5 Years (annualized)
+9.16%
10 Years (annualized)
+10.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFSTX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+17.73%
Peer Avg (YTD)
+15.31%
vs Peers
+2.42%

DFSTX Mutual Fund Performance

DFSTX performance across multiple time periods: 1-month -1.70%, YTD 17.73%, 1-year 27.15%, 3-year 13.90%, 5-year 9.16%, 10-year 10.87%.

DFSTX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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