DFTEX Mutual Fund

DFTEX Mutual Fund

NAV$9.59
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Returns Overview

1 Month
-1.57%
3 Months
-0.50%
6 Months
-0.82%
YTD
-0.33%
1 Year
+2.89%
3 Years (annualized)
+5.27%
5 Years (annualized)
-0.06%
10 Years (annualized)
+2.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFTEX 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
Barclays US Credit Index(^BUSCRI)
This Mutual Fund (YTD)
-0.33%
Peer Avg (YTD)
+0.12%
vs Peers
-0.45%

DFTEX Mutual Fund Performance

DFTEX performance across multiple time periods: 1-month -1.57%, YTD -0.33%, 1-year 2.89%, 3-year 5.27%, 5-year -0.06%, 10-year 2.10%.

DFTEX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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