DFSTX Mutual Fund

NAV$63.07

Returns Overview

1 Month
+5.31%
3 Months
+16.70%
6 Months
+19.77%
YTD
+18.57%
1 Year
+31.10%
3 Years (annualized)
+15.88%
5 Years (annualized)
+8.92%
10 Years (annualized)
+11.32%

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
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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.57%
Peer Avg (YTD)
+18.52%
vs Peers
+0.04%

DFSTX Mutual Fund Performance

DFSTX performance across multiple time periods: 1-month 5.31%, YTD 18.57%, 1-year 31.10%, 3-year 15.88%, 5-year 8.92%, 10-year 11.32%.

DFSTX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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